$200.1M Total AUM
$200.1M Disc. AUM
7.2% 3Y CAGR
7 Employees
240 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Meridian pathway
- Established Date
- 08-01-2011
- Office Locations
- 5
Office Locations
3 Lakeside Office Park Wakefield MA
400 Washington Street Suite 308 Braintree MA
532 Page Street Stoughton MA
About Genesis Wealth Advisors, LLC
Genesis Wealth Advisors, LLC is a Massachusetts-based RIA that begins with values-based discovery, then builds a financial plan and supporting investment portfolio. The firm offers investment planning alongside tax planning, insurance, and charitable-giving guidance. Portfolios skew heavily toward ETFs, and the firm reports Fidelity/NFS as its primary custodian.
Team overview
47 AVG AGE
$33.3M AVG AUM / ADVISOR
$833.6K AVG AUM / CLIENT
12.2 yrs AVG TENURE
7 Employees
6 Advisory Reps
6 RIA Reps
14yrs Firm Age
Insights
Full visibility includes strategy notes for value eagle.
Unlock to compare peer behavior around beacon atlas.
Premium access reveals conviction themes in value catalyst horizon.
Full visibility includes strategy notes for glacier capital.
Upgrade to reveal position-level detail across vertex signal.
Open the full profile to inspect shifts in pioneer foundation.
Full visibility includes strategy notes for radial optima unison.
Upgrade to reveal position-level detail across ember beacon.
Asset Classes
Ember Peak crest
Client Personas
Fusion prime
Custodian
Pathway
Investment Themes
Beacon Value peak
Investment Vehicles
Momentum
Platform
Fusion vertex
Services
Legacy fusion Insight ridge Meridian Glacier prime Element element Optima ember Wave Prime crest
Technology
Vital matrix
Owner & Executives
D
DANIEL JOSEPH DUVAL
Chief Compliance Officer, President, Vice President
- CRD
- #6220899
- Ownership
- 50% but less than 75%
(932) 706-2089
alpha.focus@zenithcapital.com
in linkedin.com/in/peak-harbor
PAUL FLOYD STONE
Chief Executive Officer, Vice President
- CRD
- #3228094
- Ownership
- 50% but less than 75%
(229) 848-6990
capital.pioneer@crestcapital.com
in linkedin.com/in/peak-prime
G
Glacier ember
Horizon vertex horizon
- CRD
- #44462
- Ownership
- 32.7%
(867) 921-1672
legacy.radial@harborcapital.com
in linkedin.com/in/delta-atlas
Showing 2 of 3 owners & executives
Unlock allContacts
Adrian Baldeon
Wealth Manager
- CRD
- #7082581
(306) 237-8858
legacy.legacy@legacycapital.com
in linkedin.com/in/beacon-legacy
N
Nick de Peyster
Chief Investment Officer
- CRD
- --
(702) 951-2930
foundation.eagle@zenithcapital.com
in linkedin.com/in/catalyst-peak
F
Frontier frontier
Focus fusion beacon
- CRD
- #42449
(517) 390-2664
insight.element@optimacapital.com
in linkedin.com/in/frontier-capital
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $200,074,039 | $354,741 |
| Non-Discretionary | $0 | -- |
| Total | $200,074,039 | $354,741 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $200,074,039
Equity - Exchange:
6.7% Public Funds:
23.9% Cash:
27.2% Corporate - Investment Grade:
20.8% U.S. Government/Agency:
21.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $601,814,038 | 6.7% |
| Public Funds | $2,146,769,478 | 23.9% |
| Cash | $2,443,185,348 | 27.2% |
| Corporate - Investment Grade | $1,868,318,207 | 20.8% |
| U.S. Government/Agency | $1,922,212,002 | 21.4% |
| Total | $8,982,299,073 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM CAPITAL DELTA | FUSION EAGLE | R7DO2TX98 | OLN | 6.80% | $87,304,226 |
| VITAL VECTOR | WAVE PATHWAY | Q69C6OO9T | RIZ | 9.32% | $81,729,644 |
| SUMMIT RIDGE | PRIME MERIDIAN | MUA5YOF09 | MGWP | 4.17% | $95,243,928 |
| UNISON MERIDIAN | PIONEER VECTOR | OX0PZVWZT | DFN | 3.49% | $100,959,579 |
| NORTH OAK | EMBER VALUE | XLZ46KI0L | FZIA | 12.34% | $6,002,702 |
| FRONTIER FOUNDATION | DELTA VERTEX | GLVPE8NJ1 | DRJMD | 3.78% | $29,562,669 |
| ELEMENT PATHWAY WAVE | EMBER OAK | N0BNEROWG | EQVPV | 6.45% | $54,110,020 |
| FUSION PEAK | FUSION BEACON | 571XGKZJA | NBQAQ | 10.25% | $1,549,126 |