|
⚲
|
| Genesis Private Wealth LLC
✚
| |
|---|---|
| CRD # | 315692 |
| SEC # | 801-122157 |
| CIK # | |
| AUM | $266.5 MM (2024-03-18) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 703-288-1272 |
| Address | 20755 Williamsport Place Ashburn, VA 20147 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 69.5 |
| (b) Individuals (high net worth individuals) | 106 | 197.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 476 | 266.5 |
| By Discretionary | ||
| Discretionary | 476 | 266.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 476 | 266.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 266.5 | |
| Total | 476 | 266.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Athena Investment Management
✚
|
CA | 0.3 |
|
Confidence Wealth Management LLC
✚
|
NV | 0.3 |
|
Dean Financial Services LLC
✚
|
OH | 0.3 |
|
Slayton Lewis Inc
✚
|
UT | 0.3 |
|
Bridgewater Asset Management LLC
✚
|
MO | 0.3 |
|
Stephenson and Company Inc
✚
|
CA | 0.3 |
|
Rhodes Investment Advisors Inc
✚
|
TX | 0.3 |
|
Buttonwood Wealth LLC
✚
|
VA | 0.3 |
|
Wisconsin Capital Management LLC
✚
|
WI | 0.3 |
|
Goodwin Investment Advisory LLC
✚
|
GA | 0.3 |