GENESIS WEALTH ADVISORS, LLC
CRD #158388 SEC #801-72604 BRAINTREE, MA 781-344-1023
SEC Registered
Total AUM
$175.2M
Discretionary
$175.2M
Employees
7
Clients
101
Accounts
544
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $175.2M | $175.2M | $0 | 7 | 6 |
| Jan 2024 | $177M | $177M | $0 | 7 | 6 |
| Mar 2023 | $164.1M | $164.1M | $0 | 9 | 7 |
| Mar 2023 | $164.1M | $164.1M | $0 | 9 | 7 |
| Mar 2022 | $210.8M | $210.8M | $0 | 8 | 5 |
| Jun 2021 | $205.1M | $195.3M | $9.8M | 8 | 0 |
| Mar 2021 | $205.1M | $195.3M | $9.8M | 8 | 0 |
| Sep 2020 | $185.5M | $177M | $8.5M | 8 | 0 |
| Jun 2020 | $185.5M | $177M | $8.5M | 8 | 0 |
| Mar 2020 | $185.5M | $177M | $8.5M | 8 | 0 |
| Oct 2019 | $165.3M | $158.4M | $7M | 9 | 0 |
| Jul 2019 | $165.3M | $158.4M | $7M | 9 | 0 |
| Mar 2019 | $165.3M | $158.4M | $7M | 9 | 0 |
| Mar 2018 | $171.9M | $171.6M | $292.7K | 10 | 0 |
| Sep 2017 | $163.5M | $163.3M | $285K | 11 | 300 |
| Jul 2017 | $163.5M | $163.3M | $285K | 11 | 300 |
| Feb 2017 | $163.5M | $163.3M | $285K | 11 | 300 |
| Mar 2016 | $174.9M | $174.5M | $433.1K | 8 | 300 |
| Aug 2015 | $204.7M | $204.1M | $618.8K | 8 | 300 |
| Mar 2015 | $204.7M | $204.1M | $618.8K | 8 | 300 |
| Feb 2015 | $141.3M | $133.6M | $7.8M | 8 | 300 |
| Nov 2014 | $141.3M | $133.6M | $7.8M | 8 | 300 |
| Sep 2014 | $141.3M | $133.6M | $7.8M | 8 | 300 |
| Mar 2014 | $141.3M | $133.6M | $7.8M | 8 | 300 |
| Mar 2014 | $141.3M | $133.6M | $7.8M | 8 | 300 |
| Oct 2013 | $133.1M | $125.4M | $7.6M | 7 | 200 |
| Sep 2013 | $102.7M | $101.7M | $1M | 6 | 200 |
| Feb 2013 | $102.7M | $101.7M | $1M | 6 | 200 |
| Feb 2013 | $102.7M | $101.7M | $1M | 6 | 200 |
| Jul 2012 | $113.8M | $113.8M | $0 | 6 | 200 |
| Mar 2012 | $113.8M | $113.8M | $0 | 6 | 200 |
| Jul 2011 | $0 | $0 | $0 | 10 | -- |
| Jul 2011 | $0 | $0 | $0 | 10 | -- |
DateJan 2025
Total AUM$175.2M
Discretionary$175.2M
Non-Disc.$0
Employees7
Clients6
DateJan 2024
Total AUM$177M
Discretionary$177M
Non-Disc.$0
Employees7
Clients6
DateMar 2023
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees9
Clients7
DateMar 2023
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees9
Clients7
DateMar 2022
Total AUM$210.8M
Discretionary$210.8M
Non-Disc.$0
Employees8
Clients5
DateJun 2021
Total AUM$205.1M
Discretionary$195.3M
Non-Disc.$9.8M
Employees8
Clients0
DateMar 2021
Total AUM$205.1M
Discretionary$195.3M
Non-Disc.$9.8M
Employees8
Clients0
DateSep 2020
Total AUM$185.5M
Discretionary$177M
Non-Disc.$8.5M
Employees8
Clients0
DateJun 2020
Total AUM$185.5M
Discretionary$177M
Non-Disc.$8.5M
Employees8
Clients0
DateMar 2020
Total AUM$185.5M
Discretionary$177M
Non-Disc.$8.5M
Employees8
Clients0
DateOct 2019
Total AUM$165.3M
Discretionary$158.4M
Non-Disc.$7M
Employees9
Clients0
DateJul 2019
Total AUM$165.3M
Discretionary$158.4M
Non-Disc.$7M
Employees9
Clients0
DateMar 2019
Total AUM$165.3M
Discretionary$158.4M
Non-Disc.$7M
Employees9
Clients0
DateMar 2018
Total AUM$171.9M
Discretionary$171.6M
Non-Disc.$292.7K
Employees10
Clients0
DateSep 2017
Total AUM$163.5M
Discretionary$163.3M
Non-Disc.$285K
Employees11
Clients300
DateJul 2017
Total AUM$163.5M
Discretionary$163.3M
Non-Disc.$285K
Employees11
Clients300
DateFeb 2017
Total AUM$163.5M
Discretionary$163.3M
Non-Disc.$285K
Employees11
Clients300
DateMar 2016
Total AUM$174.9M
Discretionary$174.5M
Non-Disc.$433.1K
Employees8
Clients300
DateAug 2015
Total AUM$204.7M
Discretionary$204.1M
Non-Disc.$618.8K
Employees8
Clients300
DateMar 2015
Total AUM$204.7M
Discretionary$204.1M
Non-Disc.$618.8K
Employees8
Clients300
DateFeb 2015
Total AUM$141.3M
Discretionary$133.6M
Non-Disc.$7.8M
Employees8
Clients300
DateNov 2014
Total AUM$141.3M
Discretionary$133.6M
Non-Disc.$7.8M
Employees8
Clients300
DateSep 2014
Total AUM$141.3M
Discretionary$133.6M
Non-Disc.$7.8M
Employees8
Clients300
DateMar 2014
Total AUM$141.3M
Discretionary$133.6M
Non-Disc.$7.8M
Employees8
Clients300
DateMar 2014
Total AUM$141.3M
Discretionary$133.6M
Non-Disc.$7.8M
Employees8
Clients300
DateOct 2013
Total AUM$133.1M
Discretionary$125.4M
Non-Disc.$7.6M
Employees7
Clients200
DateSep 2013
Total AUM$102.7M
Discretionary$101.7M
Non-Disc.$1M
Employees6
Clients200
DateFeb 2013
Total AUM$102.7M
Discretionary$101.7M
Non-Disc.$1M
Employees6
Clients200
DateFeb 2013
Total AUM$102.7M
Discretionary$101.7M
Non-Disc.$1M
Employees6
Clients200
DateJul 2012
Total AUM$113.8M
Discretionary$113.8M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$113.8M
Discretionary$113.8M
Non-Disc.$0
Employees6
Clients200
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--