RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Virginia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 20, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ANDREW JOHN LEWIS REVOCABLE TRUSTDEMEMBERE Control
ANDREW JOHN LEWIS REVOCABLE TRUSTDEMEMBERE Control
ANDREW JOHN LEWIS REVOCABLE TRUSTDEMEMBERE Control
ANDREW JOHN LEWIS REVOCABLE TRUSTDEMEMBERE Control
ANDREW JOHN LEWIS REVOCABLE TRUSTDEMEMBERE Control
ANDREW JOHN LEWIS REVOCABLE TRUSTDEMEMBERE Control
ANDREW JOHN LEWIS REVOCABLE TRUSTDEMEMBERE Control
ANDREW JOHN LEWIS REVOCABLE TRUSTDEMEMBERE Control
ANDREW JOHN LEWIS REVOCABLE TRUSTDEMEMBERE Control
ANDREW JOHN LEWIS REVOCABLE TRUSTDEMEMBERE Control
ANDREW JOHN LEWIS REVOCABLE TRUSTDEMEMBERE Control
LEWIS, ANDREW, JOHNIMANAGER, CHIEF COMPLIANCE OFFICERE Control
LEWIS, ANDREW, JOHNIMANAGER, CHIEF COMPLIANCE OFFICERE Control
LEWIS, ANDREW, JOHNIMANAGER, CHIEF COMPLIANCE OFFICERE Control
LEWIS, ANDREW, JOHNIMANAGER, CHIEF COMPLIANCE OFFICERE Control
LEWIS, ANDREW, JOHNIMANAGER, CHIEF COMPLIANCE OFFICERE Control
LEWIS, ANDREW, JOHNIMANAGER, CHIEF COMPLIANCE OFFICERE Control
LEWIS, ANDREW, JOHNIMANAGER, CHIEF COMPLIANCE OFFICERE Control
LEWIS, ANDREW, JOHNIMANAGER, CHIEF COMPLIANCE OFFICERE Control
LEWIS, ANDREW, JOHNIMANAGER, CHIEF COMPLIANCE OFFICERE Control
LEWIS, ANDREW, JOHNIMANAGER, CHIEF COMPLIANCE OFFICERE Control
LEWIS, ANDREW, JOHNIMANAGER, CHIEF COMPLIANCE OFFICERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
LEWIS, ANDREW, JOHNIANDREW JOHN LEWIS REVOCABLE TRUSTE Control
LEWIS, ANDREW, JOHNIANDREW JOHN LEWIS REVOCABLE TRUSTE Control
LEWIS, ANDREW, JOHNIANDREW JOHN LEWIS REVOCABLE TRUSTE Control
LEWIS, ANDREW, JOHNIANDREW JOHN LEWIS REVOCABLE TRUSTE Control
LEWIS, ANDREW, JOHNIANDREW JOHN LEWIS REVOCABLE TRUSTE Control
LEWIS, ANDREW, JOHNIANDREW JOHN LEWIS REVOCABLE TRUSTE Control
LEWIS, ANDREW, JOHNIANDREW JOHN LEWIS REVOCABLE TRUSTE Control
LEWIS, ANDREW, JOHNIANDREW JOHN LEWIS REVOCABLE TRUSTE Control

Registrations

Federal

IA
Nov 20, 2025 REGISTERED

Notice Filings (12)

AZ CA CT FL LA MA MD NC NH SC TX VA

Address

20755 WILLIAMSPORT PLACE
SUITE 140
ASHBURN, VA 20147
United States
Phone: 703-288-1272