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GENESIS WEALTH ADVISORS, LLC

Tel: 781-344-1023
400 Washington Street
Suite 308
Braintree, Massachusetts  2184

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GENESIS WEALTH ADVISORS, LLC

GENESIS WEALTH ADVISORS, LLC is a Braintree, Massachusetts based financial advisory firm with nearly $210,829,362 in assets under management and provides investment advisory services for 648 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Pension Consulting Services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

158388

SEC#:

801-72604

No. of Clients:

648

Assets under Management

$210,829,362

No. of Advisors:

8

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