|
⚲
|
| Genesis Advisors LLC
✚
|
|
|---|---|
| CRD # | 151976 |
| SEC # | 801-134853 |
| CIK # | |
| AUM | $121.2 M (2026-02-06) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 317-577-6900 |
| Address | 10150 Lantern Road Fishers, IN 46037 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 25.4 |
| (b) Individuals (high net worth individuals) | 14 | 73.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 22.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 364 | 121.2 |
| By Discretionary | ||
| Discretionary | 361 | 87.7 |
| Non-Discretionary | 3 | 33.6 |
| Total | 364 | 121.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.2 | |
| Total | 364 | 121.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
New Wave Financial Services LLC
✚
|
0.1 | |
|
Wealth Script Advisors LLC
✚
|
CA | 0.1 |
|
Connective Portfolio Management LLC
✚
|
NY | 0.1 |
|
Wealth Planning Asset Management Limited Liability Company
✚
|
NJ | 0.1 |
|
Strickland Davis Advisors LLC
✚
|
GA | 0.1 |
|
4Sight Wealth Advisors LLC
✚
|
IL | 0.1 |
|
Arrow Wealth Advisors Inc
✚
|
CA | 0.1 |
|
Gudorf Financial Group LLC
✚
|
OH | 0.1 |
|
Symmetry Wealth Management LLC
✚
|
IL | 0.1 |
|
Doucet Asset Management LLC
✚
|
LA | 0.1 |