GENESIS PRIVATE WEALTH, LLC
Legal name: THE LEWIS FINANCIAL GROUP
CRD #315692 SEC #801-122157 ASHBURN, VA 703-288-1272
SEC Registered
Total AUM
$313.9M
Discretionary
$313.9M
Employees
5
Clients
0
Accounts
527
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $313.9M | $313.9M | $0 | 5 | 19 |
| Oct 2025 | $313.9M | $313.9M | $0 | 5 | 19 |
| Mar 2025 | $313.9M | $313.9M | $0 | 5 | 19 |
| Apr 2024 | $266.5M | $266.5M | $0 | 5 | 22 |
| Mar 2024 | $266.5M | $266.5M | $0 | 5 | 22 |
| Nov 2023 | $229.3M | $229.3M | $0 | 5 | 23 |
| Oct 2023 | $229.3M | $229.3M | $0 | 5 | 23 |
| Mar 2023 | $229.3M | $229.3M | $0 | 5 | 23 |
| Mar 2022 | $265.5M | $265.5M | $0 | 4 | 21 |
| Dec 2021 | $268.5M | $268.5M | $0 | 4 | 0 |
DateNov 2025
Total AUM$313.9M
Discretionary$313.9M
Non-Disc.$0
Employees5
Clients19
DateOct 2025
Total AUM$313.9M
Discretionary$313.9M
Non-Disc.$0
Employees5
Clients19
DateMar 2025
Total AUM$313.9M
Discretionary$313.9M
Non-Disc.$0
Employees5
Clients19
DateApr 2024
Total AUM$266.5M
Discretionary$266.5M
Non-Disc.$0
Employees5
Clients22
DateMar 2024
Total AUM$266.5M
Discretionary$266.5M
Non-Disc.$0
Employees5
Clients22
DateNov 2023
Total AUM$229.3M
Discretionary$229.3M
Non-Disc.$0
Employees5
Clients23
DateOct 2023
Total AUM$229.3M
Discretionary$229.3M
Non-Disc.$0
Employees5
Clients23
DateMar 2023
Total AUM$229.3M
Discretionary$229.3M
Non-Disc.$0
Employees5
Clients23
DateMar 2022
Total AUM$265.5M
Discretionary$265.5M
Non-Disc.$0
Employees4
Clients21
DateDec 2021
Total AUM$268.5M
Discretionary$268.5M
Non-Disc.$0
Employees4
Clients0