GENESIS PRIVATE WEALTH, LLC
Doing business as THE LEWIS FINANCIAL GROUP. SEC Form ADV profile.
Total regulatory AUM
$482,357,468
Discretionary
$482,357,468
Non-discretionary
$0
Firm details
- CRD number
- 315692
- SEC file number
- 801-122157
- Main office
- ASHBURN, VA, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.