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 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
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$182M in ETFs
82%
$148M
18%
$33.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $28.5M | 37,355 | 15.69% |
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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