BRAINTREE, MACRD 158388Latest ADV February 13, 2026
Genesis Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Braintree, MA. Its latest Form ADV filing, dated February 13, 2026, reports $200M in regulatory assets under management, 7 employees, 1 office, and 564 accounts.
Assets Under Management
$200M
Employees
7
Offices
1 office
Total Clients
231
Primary office
BRAINTREE, MA
400 WASHINGTON STREET, SUITE 308, BRAINTREE, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.3% of total clients.
Top client categories% of clientsClients
1
Individuals
75.3%
174
2
HNWI
24.7%
57
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$200Mas of February 13, 2026
Discretionary100.0%
$200M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$200M
Total Accounts564
10Y AUM Change+$37M (+22.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee33:1
10Y Employee Change-4 (-36.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.