{"url":"https://nivawealth.com/firms/genesis-private-wealth-315692","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/315692","regulatoryAum":482357468,"crd":"315692","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1266964","suffix":null,"lastName":"AXT","firstName":"JEFFREY","middleName":"BENJAMIN"},{"crd":"5543386","suffix":null,"lastName":"FRANSCKIEWICH","firstName":"CHRISTINA","middleName":"ARGUST"},{"crd":"7071536","suffix":null,"lastName":"Hasan","firstName":"Elisa","middleName":null},{"crd":"2246107","suffix":null,"lastName":"LEWIS","firstName":"ANDREW","middleName":"JOHN"},{"crd":"2294583","suffix":null,"lastName":"LEWIS","firstName":"KAREN","middleName":"M"},{"crd":"5348472","suffix":null,"lastName":"SNYDER","firstName":"LAUREN","middleName":"GREENE"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-03-29","regulatoryAum":265492656,"clients":174,"employees":4,"offices":1},{"filedOn":"2023-03-29","regulatoryAum":229289723,"clients":200,"employees":5,"offices":1},{"filedOn":"2024-04-01","regulatoryAum":266491944,"clients":210,"employees":5,"offices":1},{"filedOn":"2025-03-31","regulatoryAum":313916045,"clients":210,"employees":5,"offices":1},{"filedOn":"2026-07-16","regulatoryAum":482357468,"clients":308,"employees":6,"offices":1}],"secFileNumber":"801-122157","legalName":"Genesis Private Wealth, LLC","displayName":"Genesis Private Wealth","slug":"genesis-private-wealth-315692","website":"https://thelewisfinancialgroup.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Virginia limited liability company","fiscalYearEnd":"December","headquarters":{"street":"20755 Williamsport Place, Suite 140","city":"Ashburn","state":"VA","stateName":"Virginia","country":"United States","postalCode":"20147"},"tradeNames":[],"registration":{"secApproved":"23 August 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1566095.6753246754,"staff":{"employees":6,"advisory":3,"brokerDealerReps":0,"insuranceAgents":5,"promoters":0},"aum":{"regulatory":482357468,"discretionary":482357468,"discretionaryAccounts":691,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":482357469,"nonUsClientsPct":0,"nonAumClients":27},"clientTypes":[{"label":"Individuals (other than HNW)","clients":129,"regulatoryAum":40731852},{"label":"High-net-worth individuals","clients":179,"regulatoryAum":441625616}],"feePrograms":[{"role":"other","program":"Financial Planning and Consulting Services","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017665","versionId":1017665,"submittedOn":"2026-03-11","documentName":"THE LEWIS FINANCIAL GROUP FORM ADV PART 2A APPENDIX 1 WRAP FEE PROGRAM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T11:03:28.211407+00:00","documents":[{"name":"THE LEWIS FINANCIAL GROUP FORM ADV PART 2A APPENDIX 1 WRAP FEE PROGRAM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017665","versionId":1017665,"submittedOn":"2026-03-11"},{"name":"THE LEWIS FINANCIAL GROUP FORM ADV PART 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017664","versionId":1017664,"submittedOn":"2026-03-11"}]},"custodians":[{"name":"Wells Fargo Clearing Services, LLC","shortName":"Wells Fargo Clearing Services","location":"St. Louis, MO","smaAssets":473718839}],"custodyNote":"Genesis Private Wealth has custody of $108M in client assets for 211 clients.","leadership":[{"name":"Andrew Lewis","title":"Manager, Chief Compliance Officer","crd":"2246107"}],"ownership":[{"label":"Andrew Lewis","detail":"Manager, chief compliance officer in the 75% or more ownership band and a control person, since July 2021. 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Genesis Private Wealth offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Genesis Private Wealth use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Genesis Private Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Genesis Private Wealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Genesis Private Wealth?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Genesis Private Wealth get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Genesis Private Wealth registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Genesis Private Wealth?","answer":"Genesis Private Wealth’s main office is at 20755 Williamsport Place, Suite 140, Ashburn, VA 20147. Its phone number is 703-288-1272. 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