Genesis Private Wealth, Llc
- Regulatory AUM
- $482M
- Discretionary
- $482M
- Clients
- 308
- Avg AUM / client
- $1.6M
- Accounts
- 691
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 129 | $40.7M | 8.44% |
| High net worth individuals | 179 | $442M | 91.6% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew John Lewis | Manager, Chief Compliance Officer | Jul 2021 (5y) | 75% or more | |
| Christina Argust Fransckiewich | Registered representative | CFP | Nov 2021 (5y) | |
| Jeffrey Benjamin Axt | Registered representative | Nov 2021 (5y) | ||
| Lauren Greene Snyder | Registered representative | Nov 2021 (5y) | ||
| Elisa Hasan | Registered representative | Jun 2023 (3y) | ||
| Karen M Lewis | Registered representative | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Andrew John Lewis Revocable Trust | Member | May 2017 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 912 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Wells Fargo $474M (98% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗