Genesis Private Wealth, LLC
GENESIS PRIVATE WEALTH, LLC is an investment adviser headquartered in Ashburn, Virginia, United States. It is registered with the SEC and operates as a wealth management and investment advisory firm. The company serves high-net-worth individuals and institutions with customized investment solutions. The firm is associated with The Lewis Financial Group and manages investment portfolios tailored to client goals. Year of foundation and employee count information are not publicly available.
Investment Strategy
GENESIS PRIVATE WEALTH, LLC provides wealth management and investment advisory services designed to meet the specific financial objectives of its clients. The firm strategizes bespoke portfolio construction based on client risk profiles, time horizons, and income needs, typically investing in diversified securities and asset classes. As an SEC-registered adviser, it emphasizes fiduciary responsibility, transparency, and disciplined risk management.
Top Holdings
Equity Positions (157)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWF | ISHARES TR | 6.31% | $15.0M | 32,033 | $402.45 | $468.41 | +$1.6M |
F FBND | FIDELITY MERRIMACK STR TR | 5.62% | $13.4M | 289,359 | $44.96 | $46.24 | +$655.6K |
I IWD | ISHARES TR | 5.24% | $12.5M | 61,260 | $185.46 | $203.59 | +$775.3K |
G GLD | SPDR GOLD TR | 4.24% | $10.1M | 28,378 | $244.85 | $355.47 | +$1.5M |
C CGGR | CAPITAL GROUP GROWTH ETF | 3.90% | $9.3M | 211,182 | $37.19 | $43.92 | +$787.4K |