Genesis Wealth Advisors, LLC

RIASEC Registered
Total AUM
$200M
Discretionary
$200M
100% of AUM
Avg account
$355K
Accounts
564
Employees
7
Advisory reps
6

Firm details

Headquarters
Braintree, Massachusetts
CRD number
158388
Registered since
August 1, 2011
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI65.18%
  • Individuals32.28%
  • Charitable Organizations1.37%
  • Pension & Profit Sharing Plans1.17%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Genesis Wealth Advisors, LLC is an independent registered investment adviser that has been registered with the SEC since 2011. The firm focuses on individual and family clients and offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its compensation options include asset-based fees, hourly charges, and fixed fees. The firm is not identified as an active ESG investor and is organized as a limited liability company owned by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 71%, Public Funds/Mutual Funds 16%, Cash & Cash Equivalents 7%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%, Private Funds 1%, Other 1%71%
  • Exchange Traded Equities71%
  • Public Funds/Mutual Funds16%
  • Cash & Cash Equivalents7%
  • Non-Exchange Traded Equities1%
  • US Government Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 56

Active vs passive

$182M in ETFs

Passive

82%

$148M

Active

18%

$33.4M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$28.5M37,35515.69%

Location

Primary office

Braintree, MA

Norfolk

Location

Braintree, MA

Headquartered in Braintree, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Norfolk
Address
400 Washington St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth