Genesis Wealth Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 158388
- SEC number
- 801-72604
- Firm type
- RIA
- Assets under management
- $200.1M as of Feb 13, 2026
- Website
- www.facebook.com/Genesis-Wealth-Advisors-300300406661055 ↗
- Phone
- 781-344-1023
- Address
- 400 Washington Street, Braintree, MA, 02184
Advisors at this firm
6 in our index · page 1 of 1
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Adrian BaldeonCRD 7082581 · Braintree, MAIA RegisteredRegistration inactive
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Nicholas L.M. De PeysterCRD 1529007 · Stoughton, MAIA Registered
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Arthur Michael DebenedictisCRD 3172173 · Wakefield, MAIA RegisteredRegistration inactive
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Daniel Joseph DuvalCRD 6220899 · Stoughton, MAIA Registered
-
Paul Francis DuvalCRD 2076914 · Stoughton, MAIA RegisteredRegistration inactive
-
Paul Floyd StoneCRD 3228094 · Stoughton, MAIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 158388 ↗
FINRA BrokerCheck record for firm CRD 158388 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.