GENESIS WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$200,074,039
Discretionary
$200,074,039
Non-discretionary
$0
Firm details
- CRD number
- 158388
- SEC file number
- 801-72604
- Main office
- BRAINTREE, MA, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.