GENESIS WEALTH ADVISORS, LLC

400 Washington Street
Suite 308
Braintree, Massachusetts 02184
Tel: 781-344-1023

About GENESIS WEALTH ADVISORS, LLC

GENESIS WEALTH ADVISORS, LLC, formally registered with the SEC as GENESIS WEALTH ADVISORS, LLC. The firm was established in 08/01/2011. They have over 2 offices throughout the country.

GENESIS WEALTH ADVISORS, LLC is a Braintree, Massachusetts based Financial Planning firm with nearly $175,197,606 assets under management, offering retirement planning & investment advisory services to 544 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158388
SEC#	801-72604
Assets Managed by Firm	$175,197,606
No. of Clients	544
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	544	$175,197,606
Individuals (other than high net worth individuals)	174	$55,791,294
High net worth individuals	55	$114,548,279
Pension and profit sharing plans	Fewer than 5 clients	$2,404,056
Charitable organizations	Fewer than 5 clients	$2,453,977

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