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| Genesis Wealth Advisors LLC
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| |
|---|---|
| CRD # | 158388 |
| SEC # | 801-72604 |
| CIK # | 0001637241 |
| AUM | $177.0 MM (2024-01-23) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 781-344-1023 |
| Address | 400 Washington Street Braintree, MA 02184 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 186 | 62.8 |
| (b) Individuals (high net worth individuals) | 47 | 110.0 |
| (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 | 0.8 |
| (h) Charitable organizations | 0 | 2.3 |
| (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 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 578 | 177.0 |
| By Discretionary | ||
| Discretionary | 578 | 177.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 578 | 177.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 177.0 | |
| Total | 578 | 177.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001637241] |
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|---|---|---|
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Fairbank Investment Management Limited
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0.2 | |
|
Strategic Advisory Services LLC
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TN | 0.2 |
|
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VA | 0.2 |
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Challenger Wealth Management
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Pacific Wealth Strategies Group Inc
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International Private Wealth Advisors LLC
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Sacks & Associates LLC
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|
Lumina Wealth Management LLC
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NC | 0.2 |
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Cannon Wealth Management Services LLC
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