RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 28, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DE PEYSTER, NICHOLAS, L.M.ICIO & MANAGING DIRECTORNA Control
DE PEYSTER, NICHOLAS, L.M.ICIO & MANAGING DIRECTORNA Control
DE PEYSTER, NICHOLAS, L.M.ICIO & MANAGING DIRECTORNA Control
DE PEYSTER, NICHOLAS, L.M.ICIO & MANAGING DIRECTORNA Control
DE PEYSTER, NICHOLAS, L.M.ICIO & MANAGING DIRECTORNA Control
DE PEYSTER, NICHOLAS, L.M.ICIO & MANAGING DIRECTORNA Control
DE PEYSTER, NICHOLAS, L.M.ICIO & MANAGING DIRECTORNA Control
DE PEYSTER, NICHOLAS, L.M.ICIO & MANAGING DIRECTORNA Control
DE PEYSTER, NICHOLAS, L.M.ICIO & MANAGING DIRECTORNA Control
DE PEYSTER, NICHOLAS, L.M.ICIO & MANAGING DIRECTORNA Control
DE PEYSTER, NICHOLAS, L.M.ICIO & MANAGING DIRECTORNA Control
DE PEYSTER, NICHOLAS, L.M.ICIO & MANAGING DIRECTORNA Control
DE PEYSTER, NICHOLAS, L.M.ICIO & MANAGING DIRECTORNA Control
DE PEYSTER, NICHOLAS, L.M.ICIO & MANAGING DIRECTORNA Control
DE PEYSTER, NICHOLAS, L.M.ICIO & MANAGING DIRECTORNA Control
DE PEYSTER, NICHOLAS, L.M.ICIO & MANAGING DIRECTORNA Control
DE PEYSTER, NICHOLAS, L.M.ICHIEF INVESTMENT OFFICERNA Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
DUVAL, PAUL, FRANCISIPRESIDENTE Control
DUVAL, DANIEL, JOSEPHIPRESIDENT AND CHIEF COMPLIANCE OFFICERD Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERD Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERD Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERD Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERD Control
STONE, PAUL, FLOYDICHIEF EXECUTIVE OFFICERD
AINES, RONALD, CHARLESIVICE PRESIDENT/MEMBERC Control
AINES, RONALD, CHARLESIVICE PRESIDENT/MEMBERC Control
AINES, RONALD, CHARLESIVICE PRESIDENT/MEMBERC Control
AINES, RONALD, CHARLESIVICE PRESIDENT/MEMBERC Control
AINES, RONALD, CHARLESIVICE PRESIDENT/MEMBERC Control
AINES, RONALD, CHARLESIVICE PRESIDENT/MEMBERC Control
AINES, RONALD, CHARLESIVICE PRESIDENT/MEMBERC Control
AINES, RONALD, CHARLESIVICE PRESIDENT/MEMBERC Control
AINES, RONALD, CHARLESIVICE PRESIDENT/MEMBERC Control
AINES, RONALD, CHARLESIVICE PRESIDENT/MEMBERC Control
AINES, RONALD, CHARLESIVICE PRESIDENT/MEMBERC Control
AINES, RONALD, CHARLESIVICE PRESIDENT/MEMBERC Control
AINES, RONALD, CHARLESIVICE PRESIDENT/MEMBERC Control
AINES, RONALD, CHARLESIVICE PRESIDENT/MEMBERC Control
AINES, RONALD, CHARLESIVICE PRESIDENT/MEMBERC Control
AINES, RONALD, CHARLESIVICE PRESIDENT/MEMBERC Control
AINES, RONALD, CHARLESIVICE PRESIDENT/MEMBERC Control
DEPEYSTER, NICHOLAS, LINDSAY MORRISICIO & MANAGING DIRECTORC Control
DEPEYSTER, NICHOLAS, LINDSAY MORRISICIO & MANAGING DIRECTORC Control
DEPEYSTER, NICHOLAS, LINDSAY MORRISICIO & MANAGING DIRECTORC Control
DEPEYSTER, NICHOLAS, LINDSAY MORRISICIO & MANAGING DIRECTORC Control
DEPEYSTER, NICHOLAS, LINDSAY MORRISICIO & MANAGING DIRECTORC Control
DEPEYSTER, NICHOLAS, LINDSAY MORRISICIO & MANAGING DIRECTORC Control
DEPEYSTER, NICHOLAS, LINDSAY MORRISICIO & MANAGING DIRECTORC Control
DEPEYSTER, NICHOLAS, LINDSAY MORRISICIO & MANAGING DIRECTORC Control
DEPEYSTER, NICHOLAS, LINDSAY MORRISICIO & MANAGING DIRECTORC Control
DEPEYSTER, NICHOLAS, LINDSAY MORRISICIO & MANAGING DIRECTORC Control
DEPEYSTER, NICHOLAS, LINDSAY MORRISICIO & MANAGING DIRECTORC Control
DEPEYSTER, NICHOLAS, LINDSAY MORRISICIO & MANAGING DIRECTORC Control
DEPEYSTER, NICHOLAS, LINDSAY MORRISICIO & MANAGING DIRECTORC Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
AINES, RONALD, CHARLESIMANAGING DIRECTORB Control
AINES, RONALD, CHARLESIVICE PRESIDENT/MEMBERB Control
AINES, RONALD, CHARLESIVICE PRESIDENT/MEMBERB Control
AINES, RONALD, CHARLESIVICE PRESIDENT/MEMBERB Control
DEPEYSTER, NICHOLAS, LINDSAY MORRISICIO & MANAGING DIRECTORB Control
DEPEYSTER, NICHOLAS, LINDSAY MORRISICIO & MANAGING DIRECTORB Control
DEPEYSTER, NICHOLAS, LINDSAY MORRISICIO & MANAGING DIRECTORB Control
DEPEYSTER, NICHOLAS, LINDSAY MORRISICIO & MANAGING DIRECTORB Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
DUVAL, PAUL, FRANCISIPRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
GIANNAROS, CHRISTOSICHAIRMANB Control
GIANNAROS, CHRISTOSICHAIRMANB Control
GIANNAROS, CHRISTOSICHAIRMANB Control
GIANNAROS, CHRISTOSICHAIRMANB Control
GIANNAROS, CHRISTOSICHAIRMANB Control
TOWLE, BRADLEY, DAVIDIMANAGING DIRECTORB Control
TOWLE, BRADLEY, DAVIDIMANAGING DIRECTORB Control
TOWLE, BRADLEY, DAVIDIMANAGING DIRECTORB Control
TOWLE, BRADLEY, DAVIDIMANAGING DIRECTORB Control
TOWLE, BRADLEY, DAVIDIMANAGING DIRECTORB Control
DUVAL, DANIEL, JOSEPHIMANAGER, TECHNOLOGY SOLUTIONSA
DUVAL, DANIEL, JOSEPHIMANAGER, TECHNOLOGY SOLUTIONSA
DUVAL, DANIEL, JOSEPHIMANAGER, TECHNOLOGY SOLUTIONSA
DUVAL, DANIEL, JOSEPHIMANAGER, TECHNOLOGY SOLUTIONSA
DUVAL, DANIEL, JOSEPHIMANAGER, TECHNOLOGY SOLUTIONSA
DUVAL, DANIEL, JOSEPHIMANAGER, TECHNOLOGY SOLUTIONSA
DUVAL, DANIEL, JOSEPHIMANAGER, TECHNOLOGY SOLUTIONSA
DUVAL, DANIEL, JOSEPHIMANAGER, TECHNOLOGY SOLUTIONSA
DUVAL, DANIEL, JOSEPHIVICE PRESIDENT, OPERATIONS AND COMPLIANCEA
DUVAL, DANIEL, JOSEPHIVICE PRESIDENT, OPERATIONS AND COMPLIANCEA
DUVAL, DANIEL, JOSEPHIVICE PRESIDENT, OPERATIONS AND COMPLIANCEA
DUVAL, DANIEL, JOSEPHICHIEF COMPLIANCE OFFICERA Control
STONE, PAUL, FLOYDIMANAGER, BUSINESS DEVELOPMENTA
STONE, PAUL, FLOYDIMANAGER, BUSINESS DEVELOPMENTA
STONE, PAUL, FLOYDIMANAGER, BUSINESS DEVELOPMENTA
STONE, PAUL, FLOYDIMANAGER, BUSINESS DEVELOPMENTA
STONE, PAUL, FLOYDIMANAGER, BUSINESS DEVELOPMENTA
STONE, PAUL, FLOYDIMANAGER, BUSINESS DEVELOPMENTA
STONE, PAUL, FLOYDIMANAGER, BUSINESS DEVELOPMENTA
STONE, PAUL, FLOYDIMANAGER, BUSINESS DEVELOPMENTA
STONE, PAUL, FLOYDIMANAGER, BUSINESS DEVELOPMENTA
STONE, PAUL, FLOYDIMANAGER, BUSINESS DEVELOPMENTA
STONE, PAUL, FLOYDIMANAGER, BUSINESS DEVELOPMENTA
STONE, PAUL, FLOYDIMANAGER, BUSINESS DEVELOPMENTA

Registrations

Federal

IA
Jan 28, 2025 REGISTERED

Notice Filings (7)

FL MA ME NH NY RI VT

Address

400 WASHINGTON STREET
SUITE 308
BRAINTREE, MA 02184
United States
Phone: 781-344-1023