Genesis Wealth Advisors, LLC
Firm details
- Headquarters
- Braintree, Massachusetts
- CRD number
- 158388
- Registered since
- August 1, 2011
- Website
- genesisadvisors.com
- 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
FINTRXOverview
Genesis Wealth Advisors, LLC is an independent, individual-owned registered investment adviser formed in 2011 and organized as an LLC. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its billing mixes a percentage-of-AUM model with hourly and fixed fees. The adviser is not structured as a capital allocator and does not identify as an active ESG investor. Its service model appears focused on traditional wealth management rather than institutional multi-state or related-adviser arrangements. Genesis maintains at least one industry affiliation with accounting professionals, suggesting a routine coordination with tax and accounting advisors.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents7%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
2 of 2
Paul Stone
CEOCRD 3228094
Nicholas De Peyster
Chief Investment OfficerCRD 1529007
Contacts
3 of 4Arthur Debenedictis
Investment Adviser RepresentativeCRD 3172173
Daniel Duval
Vice President, Operations & ComplianceCRD 6220899
Adrian Baldeon
Wealth ManagerCRD 7082581
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$156M in ETFs
83%
$129M
17%
$27.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $23.3M | 35,888 | 14.93% |
Location
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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