# GENESIS WEALTH ADVISORS, LLC

GENESIS WEALTH ADVISORS, LLC of BRAINTREE, MA is an SEC-registered investment adviser.

## Registration

- CRD: 158388
- Type: SEC-registered investment adviser
- SEC file number: 801-72604
- Location: 400 WASHINGTON STREET, SUITE 308, BRAINTREE, MA, 02184
- Phone: 781-344-1023
- Latest filing: 2026-02-13
- Regulatory AUM: $200.1M
- Discretionary AUM: $200.1M
- Clients: 7
- Accounts: 564

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Nicholas LM De Peyster | CHIEF INVESTMENT OFFICER | — |
| Daniel Joseph Duval | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Paul Floyd Stone | CHIEF EXECUTIVE OFFICER | — |
| DUVAL PAUL FRANCIS | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| GIANNAROS CHRISTOS | CHAIRMAN | — |
| AINES RONALD CHARLES | MANAGING DIRECTOR; VICE PRESIDENT/MEMBER | — |
| TOWLE BRADLEY DAVID | MANAGING DIRECTOR | — |
| DEPEYSTER NICHOLAS LINDSAY MORRIS | CIO & MANAGING DIRECTOR | — |
| DUVAL DAVID JOSEPH | CHIEF COMPLIANCE OFFICER; MANAGER, TECHNOLOGY SOLUTIONS; VICE PRESIDENT, OPERATIONS AND COMPLIANCE | — |
| DE PEYSTER NICHOLAS LM | CIO & MANAGING DIRECTOR | — |
| STONE PAUL FLOYD | MANAGER, BUSINESS DEVELOPMENT | — |
| Nicholas L.M. De Peyster | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158388/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158388/similar
- Related entities: https://search.stillhousedata.com/firm/158388/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158388

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.