GENESIS WEALTH ADVISORS, LLC

Overview

Genesis Wealth Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2011. The firm serves individual and family clients with a mix of financial planning and portfolio management, and it lists pension consulting among its advisory services. Compensation methods include a percentage-of-assets fee schedule as well as hourly and fixed-fee arrangements. Genesis does not describe itself as an active ESG investor and is not identified as a multi-state adviser; it also reports that it is not a capital allocator, indicating it does not sponsor third‑party funds. Genesis maintains a professional affiliation with accounting professionals and presents its business as focused on individually tailored planning and investment management for retail and small-business clients rather than institutional or fund-of-funds management.

Assets & Accounts

Public Holdings

Investments & Alternatives