SEC Form ADV · CIK 1637241

GENESIS WEALTH ADVISORS, LLC

Registered Investment AdviserMA
$200.1M
Assets Under Management
564
Total Clients
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Registration Details

CIK
1637241
Accession
CRD-158388
Location
BRAINTREE, MA
Filing Date
February 13, 2026
AUM
$200.1M
Total Clients
564
Amendment
No

About this Adviser

GENESIS WEALTH ADVISORS, LLC is a registered investment adviser headquartered in BRAINTREE, MA, managing approximately $200.1M in assets across 564 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.