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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GENESIS WEALTH ADVISORS, LLC

CRD 158388

BRAINTREE, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c577d79e-d2d5-7cd4-3ce5-8f80e4803a4f

Data as of Feb 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 1
On other graphs: 0
Observed: Mar 1, 2012 to Feb 13, 2026
33 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $200MItem 5.F on the latest filing (2026-02-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $200M
Private client RAUM: $195MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $33.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 564
Individual clients: 174
High net worth clients: 57
Custody, client assets: $11.2M
SEC number: 801-72604
CIK: 1637241
CRD: 158388
Filings on the tape: 33
First filed: Mar 1, 2012
Latest filed: Feb 13, 2026
Organised: Limited Liability Company, MA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
NICHOLAS L.M. DE PEYSTER	Certified Financial Planner\|Chartered Financial Analyst	STOUGHTON, MA	15	25	3	no
PAUL FRANCIS DUVAL	Chartered Financial Consultant	STOUGHTON, MA	15	36	2	no
ARTHUR MICHAEL DEBENEDICTIS	n/a	WAKEFIELD, MA	15	37	2	no
PAUL FLOYD STONE	n/a	STOUGHTON, MA	12	27	n/a	no
DANIEL JOSEPH DUVAL	n/a	STOUGHTON, MA	12	13	n/a	no
Adrian Baldeon	Certified Financial Planner	BRAINTREE, MA	3	13	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DE PEYSTER, NICHOLAS, L.M.	CIO & MANAGING DIRECTOR	Na	yes	06/2011	Mar 1, 2012	Jan 23, 2024
DUVAL, DANIEL, JOSEPH	CHIEF COMPLIANCE OFFICER	A	yes	07/2019	Jul 9, 2019	Jan 23, 2024
DUVAL, PAUL, FRANCIS	President	E	yes	06/2011	Mar 1, 2012	Jan 23, 2024
STONE, PAUL, FLOYD	MANAGER, BUSINESS DEVELOPMENT	A	no	07/2019	Jul 9, 2019	Jan 23, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ARTHUR DEBENEDICTIS, CPA	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Melrose	Ma	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 13, 2026	$200M	$200M	7	6	1	n/a	n/a
2024	Jan 28, 2025	$175M	$175M	7	6	1	n/a	n/a
2023	Jan 23, 2024	$177M	$177M	7	6	1	n/a	n/a
2022	Mar 6, 2023	$164M	$164M	9	8	1	n/a	n/a
2021	Mar 14, 2022	$211M	$211M	8	7	0	n/a	n/a
2020	Mar 3, 2021	$205M	$195M	8	7	0	n/a	n/a
2019	Mar 10, 2020	$185M	$177M	8	7	0	n/a	n/a
2018	Mar 10, 2019	$165M	$158M	9	7	0	n/a	n/a
2017	Mar 25, 2018	$172M	$172M	10	8	2	n/a	n/a
2016	Feb 25, 2017	$164M	$163M	11	8	n/a	n/a	n/a
2015	Mar 16, 2016	$175M	$174M	8	8	n/a	n/a	n/a
2014	Mar 25, 2015	$205M	$204M	8	8	n/a	n/a	n/a
2013	Mar 18, 2014	$141M	$134M	8	6	n/a	n/a	n/a
2012	Feb 25, 2013	$103M	$102M	6	3	n/a	n/a	n/a
2011	Mar 1, 2012	$114M	$114M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$200M	$175M	14.2%	$164M	6.8%	7	7	1	1

Relationships

Registered with (7)

← Adrian BaldeonAdvisorregistration: current employment
Mar 13, 2023 to presentfactForm ADV
← DANIEL JOSEPH DUVALAdvisorregistration: current employment
Mar 21, 2014 to presentfactForm ADV
← PAUL FLOYD STONEAdvisorregistration: current employment
Sep 23, 2013 to presentfactForm ADV
← NICHOLAS L.M. DE PEYSTERAdvisorregistration: current employment
Aug 3, 2011 to presentfactForm ADV
← PAUL FRANCIS DUVALAdvisorregistration: current employment
Aug 3, 2011 to presentfactForm ADV
← ARTHUR MICHAEL DEBENEDICTISAdvisorregistration: current employment
Aug 3, 2011 to presentfactForm ADV
← BRADLEY DAVID TOWLEAdvisorregistration: previous registration
Sep 21, 2011 to Feb 29, 2012factForm ADV

Affiliated with (1)

← GENESIS CAPITAL ADVISORS, INC.Registered adviserother investment adviser, control, common control
factForm ADV

Controls (3)

← DE PEYSTER, NICHOLAS, L.M.OwnerCIO & MANAGING DIRECTOR, ownership code NA, individual
Mar 1, 2012 to Jan 23, 2024factForm ADV
← DUVAL, PAUL, FRANCISOwnerPRESIDENT, ownership code E, individual
Mar 1, 2012 to Jan 23, 2024factForm ADV
← DUVAL, DANIEL, JOSEPHOwnerCHIEF COMPLIANCE OFFICER, ownership code A, individual
Jul 9, 2019 to Jan 23, 2024factForm ADV

Owns (1)

← STONE, PAUL, FLOYDOwnerMANAGER, BUSINESS DEVELOPMENT, ownership code A, individual
Jul 9, 2019 to Jan 23, 2024factForm ADV

Dated events

Occurred
Jul 9, 2019
Control person left
Charles Ronald Aines (Vice President/Member) no longer on Schedule A of Genesis Wealth Advisors, Llc (listed 2019-03-10, absent 2019-07-09)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c577d79e-d2d5-7cd4-3ce5-8f80e4803a4f
First observed: Mar 1, 2012
Last observed: Feb 13, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GENESIS WEALTH ADVISORS, LLC

CRD 158388

BRAINTREE, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c577d79e-d2d5-7cd4-3ce5-8f80e4803a4f

Data as of Feb 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:53 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

NICHOLAS L.M. DE PEYSTER

Certified Financial Planner|Chartered Financial Analyst

STOUGHTON, MA

PAUL FRANCIS DUVAL

Chartered Financial Consultant

STOUGHTON, MA

ARTHUR MICHAEL DEBENEDICTIS

n/a

WAKEFIELD, MA

PAUL FLOYD STONE

n/a

STOUGHTON, MA

n/a

DANIEL JOSEPH DUVAL

n/a

STOUGHTON, MA

n/a

Adrian Baldeon

Certified Financial Planner

BRAINTREE, MA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DE PEYSTER, NICHOLAS, L.M.

CIO & MANAGING DIRECTOR

yes

06/2011

Mar 1, 2012

Jan 23, 2024

DUVAL, DANIEL, JOSEPH

CHIEF COMPLIANCE OFFICER

yes

07/2019

Jul 9, 2019

Jan 23, 2024

DUVAL, PAUL, FRANCIS

President

yes

06/2011

Mar 1, 2012

Jan 23, 2024

STONE, PAUL, FLOYD

MANAGER, BUSINESS DEVELOPMENT

07/2019

Jul 9, 2019

Jan 23, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ARTHUR DEBENEDICTIS, CPA

n/a

City

State

Country

Employees

Also broker-dealer

Melrose

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 13, 2026

$200M

n/a

2024

Jan 28, 2025

$175M

n/a

2023

Jan 23, 2024

$177M

n/a

2022

Mar 6, 2023

$164M

n/a

2021

Mar 14, 2022

$211M

n/a

2020

Mar 3, 2021

$205M

$195M

n/a

2019

Mar 10, 2020

$185M

$177M

n/a

2018

Mar 10, 2019

$165M

$158M

n/a

2017

Mar 25, 2018

$172M

n/a

2016

Feb 25, 2017

$164M

$163M

n/a

2015

Mar 16, 2016

$175M

$174M

n/a

2014

Mar 25, 2015

$205M

$204M

n/a

2013

Mar 18, 2014

$141M

$134M

n/a

2012

Feb 25, 2013

$103M

$102M

n/a

2011

Mar 1, 2012

$114M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$200M

$175M

14.2%

$164M

6.8%