GENESIS PRIVATE WEALTH, LLC

GENESIS PRIVATE WEALTH, LLC of ASHBURN, VA is an SEC-registered investment adviser (CRD 315692). Regulatory assets under management: $482.4M.

Registration

• CRD: 315692
• SEC file number: 801-122157
• Type: Registered investment adviser
• Location: 20755 WILLIAMSPORT PLACE, SUITE 140, ASHBURN, VA, 20147
• Phone: 703-288-1272
• Latest filing: 2026-07-16
• Regulatory AUM: $482.4M
• Discretionary AUM: $482.4M
• Clients: 6
• Accounts: 691

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315692 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search