Genesis Wealth Advisors LLC

EIN 45-2514898financial servicesLatest filing 2025

Plans

Retirement

$1.3M assets

Welfare

Participants

400 WASHINGTON ST STE 308 - BRAINTREE, MA 021844768781-344-1023genesisadvisors.comLinkedIn11-50 employeesfinancial services

Plans on this EIN

1 filing

#001401(k)-$1.3M - 6 part

Plan deep-dives

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Retirement#001

GENESIS WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$1.3M

Participants6

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	GENESIS WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST	401(k)	$1.3M	6	2025

Retirement plans

Filings through Oct 24, 2026.

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