# Genesis Wealth Advisors

Genesis Wealth Advisors is a Bank / Wealth / Trust based in Braintree, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Braintree, United States
- **Region:** North America
- **Address:** Braintree, MA, United States
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** genesisadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/genesis-wealth-advisors

## Regulatory record

- **CRD number:** 158388
- **SEC file number:** 801-72604
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158388

## About

Founded in 1994, Genesis Wealth Advisors operates from a single office in Braintree, Massachusetts. The firm has maintained a consistent posture as a registered investment advisor serving a cross-section of local individual clients, corporate accounts, and charitable organizations. Its founding predates the post-dot-com era of RIA aggregation, placing it among the early wave of independent advisory practices established in the suburban Boston corridor. The firm's stated capabilities span financial planning, retirement planning, and portfolio management. The service mix aligns with the Massachusetts wealth-management ecosystem—a market dense with law firms, medical practices, and mid-sized business owners who historically build relationships with independent advisors. The firm's website lists no specific alternative asset commitments or direct-company portfolio holdings. Genesis Wealth Advisors does not publicly disclose total assets under management, number of clients, or professional headcount. No regulatory filings available in the public record detail its current scale or organizational structure. The firm's footprint appears limited to its Braintree location. There is no public evidence of adjacent vehicles such as a philanthropic foundation, a real-asset arm, or co-investment club membership. The firm's structural identity is that of a traditional local RIA—a model defined by fiduciary obligation to multiple clients rather than stewardship of a single family's wealth. In contrast to family offices that control permanent capital across generations, Genesis Wealth Advisors manages third-party assets subject to client-directed goals and time horizons. This advisory architecture means the firm's continuity depends on partner retention and client relationships rather than lineage or a multi-generational mandate.

## Related profiles

- [Genesis Healthcare Pension Plan](https://altss.com/profile/genesis-healthcare-pension-plan)
- [Geneva Asset & Wealth Management](https://altss.com/profile/geneva-asset-wealth-management)

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Last updated: 2026-08-11T02:43:31.692Z

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