GENESIS WEALTH ADVISORS, LLC

BRAINTREE, Massachusetts·7 registered advisors·CRD# 158388

SEC# 801-726041781-344-1023

01

Firm Overview

AUM

$177M

Regulatory assets under management

Employees

7

Total firm employees

Advisors

7

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at GENESIS WEALTH ADVISORS, LLC

7 registered advisors

Bradley David Towle

STOUGHTON, Massachusetts

Christos Giannaros

STOUGHTON, Massachusetts

Daniel Joseph Duval

BRAINTREE, Massachusetts

Nicholas L.m. De Peyster

BRAINTREE, Massachusetts

Paul Floyd Stone

BRAINTREE, Massachusetts

Paul Francis Duval

BRAINTREE, Massachusetts

Ronald Charles Aines

STOUGHTON, Massachusetts

05

Office Locations

BRAINTREE, Massachusetts

STOUGHTON, Massachusetts

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Data sourced from SEC Form ADV filings. GENESIS WEALTH ADVISORS, LLC (CRD# 158388) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.