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GENESIS WEALTH ADVISORS, LLC

BRAINTREE, MA · CRD 158388 · IAPD ↗ · 781-344-1023

$200.1MRegulatory AUM
6Advisory reps
7Employees
9Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
February 2024 — GENESIS WEALTH ADVISORS, LLC shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.