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 independently owned registered investment adviser formed in 2011 and organized as an LLC. The firm serves individual and family clients and combines ongoing portfolio management with financial planning and pension-consulting services for individuals and small businesses. Its billing arrangements include asset-based fees, hourly charges and fixed fees. The firm does not identify as an ESG-focused manager, is not structured as a capital allocator, and is not a multi-state adviser under the reported classification. The firm's filings also note an industry affiliation with accounting professionals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 57Active vs passive
$179M in ETFs
82%
$147M
18%
$32.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $27.7M | 37,062 | 15.44% |
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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