Genesis Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, divorce planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Genesis Private Wealth reports 308 clients. They include 179 high-net-worth individuals and 129 individual clients. Of its assets, 100.0% ($482M across 691 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $482M. It advised 27 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 8% |
| High-net-worth individuals | 58% | 92% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 129 | $40.7M | 8.4% | $316K |
| High-net-worth individuals | 179 | $442M | 91.6% | $2.47M |
| Total | 308 | $482M | 100% | $1.57M |
- Clients
- 129
- Regulatory AUM
- $40.7M
- AUM share
- 8.4%
- Avg. per client
- $316K
- Clients
- 179
- Regulatory AUM
- $442M
- AUM share
- 91.6%
- Avg. per client
- $2.47M
Total
- Clients
- 308
- Regulatory AUM
- $482M
- AUM share
- 100%
- Avg. per client
- $1.57M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 27
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Genesis Private Wealth is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting Services
- Financial planning and consulting are billed hourly, at up to $350 an hour, or at a fixed rate of $1,250 to $20,000 annually.
Andrew Lewis owns 75% or more of Genesis Private Wealth. The leadership team of Genesis Private Wealth includes Chief Compliance Officer Andrew Lewis. It has 6 employees, 3 of them in advisory roles.
Leadership
Andrew LewisManager, Chief Compliance Officer
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 3 in advisory functions
- 6 state-registered reps
- 5 insurance agents
- Owns 75% or more of Genesis Private Wealth, LLC
Andrew Lewis
Control person · since July 2021
- Owns 75% or more of Genesis Private Wealth, LLC
Andrew John Lewis Revocable Trust
Control person · since May 2017
Genesis Private Wealth’s regulatory assets grew 1.8× from $265M (March 2022) to $482M (July 2026); clients rose from 174 to 308 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $482M | 308 | 6 | 1 |
| March 2025 | $314M | 210 | 5 | 1 |
| April 2024 | $266M | 210 | 5 | 1 |
| March 2023 | $229M | 200 | 5 | 1 |
| March 2022 | $265M | 174 | 4 | 1 |
Besides its headquarters, Genesis Private Wealth has 0 offices, with 1 listed address in Virginia.
Virginia · 1 listed address
- 20755 Williamsport Place, Suite 140, AshburnHQ
Contact and registration details
- Legal name
- Genesis Private Wealth, LLC
- Headquarters
- 20755 Williamsport Place, Suite 140, Ashburn, VA 20147
- Website
- thelewisfinancialgroup.com
- Phone
- 703-288-1272
- SEC file
- 801-122157
- Structure
- Virginia LLC
- Fiscal year end
- December
Genesis Private Wealth uses Wells Fargo Clearing Services ($474M) as custodian for its separately managed accounts. Genesis Private Wealth has custody of $108M in client assets for 211 clients.
- Wells Fargo Clearing ServicesWells Fargo Clearing Services, LLC · St. Louis, MO · $474M100%
At year end, Genesis Private Wealth’s separately managed accounts were mostly in stocks (72%) and funds (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $356M across 192 positions; the largest are iShares TR (5.1%), iShares TR (4.5%) and iShares TR (4.3%).
What the accounts hold
- Stocks72%
- Exchange-traded equities71%
- Non-exchange-traded equities1%
- Funds18%
- Bonds7%
- State and local bonds6%
- U.S. government and agency bonds1%
- Cash2%
- Other1%
- There are no "other" asset types. we are using this field to address differences resulting from rounding down of the percentages attributable to exchange traded equities, securities issued by rics or bdcs, and cash or cash equivalents.1%
Reported 13F holdings
- $356M
- Reported 13F value
- 192
- Positions
- 34.5%
- In the 10 largest
- +12.0%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF5.1%
- iShares TR · Rus 1000 Grw ETF4.5%
- iShares TR · Rus 1000 Val ETF4.3%
- Fidelity Merrimack Str TR · Total BD ETF4.2%
- Capital Group Growth ETF · Shs Creat Unit3.2%
- SPDR Gold TR · Gold Shs3.0%
- Pgim ETF TR · Tota Retu BD ETF2.7%
- First TR Exchange Traded FD · Risng Divd Achiv2.7%
- Vanguard Mun BD Fds · Tax Exempt BD2.4%
- Schwab Strategic TR · Intl Eqty ETF2.4%
Together, the ten largest are 34.5% of reported value.
How many clients does Genesis Private Wealth have?
Genesis Private Wealth has 308 clients and manages $482 million for them, as of July 2026. They include 179 high-net-worth individuals and 129 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 July 2026
What services does Genesis Private Wealth offer?
Genesis Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, divorce planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Genesis Private Wealth use?
Genesis Private Wealth’s separately managed account assets are held at Wells Fargo Clearing Services, LLC (St. Louis, MO), with $474M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 July 2026
How many financial advisors does Genesis Private Wealth have?
Genesis Private Wealth has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Genesis Private Wealth invest in?
At the end of its last fiscal year, Genesis Private Wealth’s separately managed accounts held 71% exchange-traded equities, 18% registered funds (mutual funds, ETFs, BDCs), 6% state and local bonds, 2% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% other. The 1% other category is described as: There Are No "Other" Asset Types. We Are Using This Field to Address Differences Resulting From Rounding Down of the Percentages Attributable to Exchange Traded Equities, Securities Issued by Rics Or BDCS, and Cash Or Cash Equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Genesis Private Wealth?
Genesis Private Wealth’s direct owners are Andrew Lewis (75% or more) and Andrew John Lewis Revocable Trust (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 July 2026
How does Genesis Private Wealth get paid?
Genesis Private Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Genesis Private Wealth registered with the SEC?
Yes, Genesis Private Wealth has been registered with the SEC as an investment adviser since 23 August 2021. Its CRD number is 315692 and its SEC file number is 801-122157.
Source: Form ADV Part 1A, Item 1, filed 16 July 2026; IAPD firm record
How do I contact Genesis Private Wealth?
Genesis Private Wealth’s main office is at 20755 Williamsport Place, Suite 140, Ashburn, VA 20147. Its phone number is 703-288-1272. Its website is thelewisfinancialgroup.com.