Genesis Wealth Advisors, LLC

Registered In: Massachusetts
Incorporation Date: 06/08/2011
Registration Type: Domestic
Company Type: Domestic Limited Liability Company (Llc)
Status: Active
Find Social Profiles
Search Other Resources: SEC | EDGAR Trellis.Law Recent News

Paul F. Duval, Jr. Registered Agent	532 PAGE ST, STOUGHTON, MA 02072
Paul F Duval Jr Manager	400 WASHINGTON ST, BRAINTREE, MA 02184
Paul F Duval Jr REAL PROPERTY	400 WASHINGTON ST, BRAINTREE, MA 02184
Paul Stone SOC SIGNATORY
Daniel Joseph Duval SOC SIGNATORY	400 WASHINGTON ST, BRAINTREE, MA 02184 (View Past Addresses)

Login to view more!

You must login to view additional information. Don't have an account? Sign Up, it's free!

400 WASHINGTON ST STE 308, BRAINTREE, MA 02184 View Map

Login to view more!

You must login to view additional information. Don't have an account? Sign Up, it's free!

Financial Information for Genesis Wealth Advisors, LLC

Form 5500

GENESIS WEALTH ADVISORS LLC

400 Washington ST 308, Braintree, Ma 02184 (781) 344-1023 EIN:45-2514898 Plan Admin:Daniel Duval

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameGENESIS WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 9 Assets BOY/EOY$1,148,534 / $1,464,200	2023	GENESIS WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	7 / 9	$1,148,534 / $1,464,200
2022	Plan NameGENESIS WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,192,916 / $1,148,534	2022	GENESIS WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	7 / 7	$1,192,916 / $1,148,534
2021	Plan NameGENESIS WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$953,189 / $1,192,916	2021	GENESIS WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	7 / 7	$953,189 / $1,192,916
2020	Plan NameGENESIS WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$834,262 / $953,189	2020	GENESIS WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	8 / 7	$834,262 / $953,189
2019	Plan NameGENESIS WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$751,375 / $834,262	2019	GENESIS WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	9 / 8	$751,375 / $834,262

Benefit & Retirement Plans based on Form 5500.

PPP Loans

GENESIS WEALTH ADVISORS, LLC

532 Page Street, Stoughton, MA 02072 Ethnicity:Not Hispanic or Latino Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/15/2020	Approved$100,200 Forgiven$101,147 LenderCitizens Bank, National Association Jobs5	04/15/2020	$100,200	$101,147	Citizens Bank, National Association	5

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Genesis Wealth Advisors, LLC Registered in North Carolina	Clayton, NC		View Report
Genesis Wealth Advisors LLC Registered in Colorado	Highlands Ranch, CO		View Report

Address Match:400 Washington St Ste 308 Braintree, MA

Hyperactive, Inc. Registered in Massachusetts	Braintree, MA Weymouth, MA	View Report
Applied Resources Integrated Services, Inc. Registered in Massachusetts	Braintree, MA Quincy, MA	View Report
O'neill Realty Group, LLC Registered in Massachusetts	Braintree, MA	View Report

Address Match:400 Washington St Braintree, MA

1579 Washington Street, LLC Registered in Massachusetts	Braintree, MA	View Report
Ahmed El Zanfaly, Dmd, PLLC Registered in Massachusetts	Braintree, MA	View Report
Arthur R. Bregoli, Jr., M.D., P.C. Registered in Massachusetts	Braintree, MA	View Report
Frye. Blume & Carloni, Inc. Registered in Massachusetts	Braintree, MA	View Report
Jon Morris and Company, Inc. Registered in Massachusetts	Braintree, MA Norwell, MA	View Report
Managed Rental LLC Registered in Massachusetts	Braintree, MA	View Report
Pack Realty Group, LLC Registered in Massachusetts	Braintree, MA	View Report
The New England Affordable Housing Management Association, Inc. Registered in Massachusetts	Braintree, MA	View Report
The Witan Group, Inc. Registered in Massachusetts	Braintree, MA	View Report
Walter Reed Corporation Registered in New Hampshire	Braintree, MA Concord, NH	View Report
Aprus, Inc. Registered in Massachusetts	Braintree, MA	View Report
Central Executive Suites, Inc. Registered in Massachusetts	Braintree, MA Milton, MA	View Report
Fit U.S.A. Professional Weight Loss Systems, Inc. Registered in Massachusetts	Braintree, MA	View Report
Healy-Wood, Inc. Registered in Massachusetts	Braintree, MA	View Report
Nationwide Protective Systems, Inc. Registered in Massachusetts	Braintree, MA	View Report
O.I.L. Co., Inc. Registered in Massachusetts	Braintree, MA Carver, MA	View Report
Radiologists of Brighton, Inc. Registered in Massachusetts	Braintree, MA	View Report
Thomas J. Mone, D.M.D., P.C. Registered in Massachusetts	Braintree, MA Cohasset, MA	View Report
Total Fitness Products Inc. Registered in Massachusetts	Bedford, MA Braintree, MA	View Report
W. Curtis Company, Inc. Registered in Massachusetts	Braintree, MA	View Report

Person/City Match:Paul F Duval Jr - Stoughton, MA

Gca Insurance Agency, Inc. Registered in Massachusetts	Bridgewater, MA Stoughton, MA		View Report

View More in Braintree, MA

The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration

Genesis Wealth Advisors, LLC

Company Summary

Financial Information for Genesis Wealth Advisors, LLC

GENESIS WEALTH ADVISORS LLC

GENESIS WEALTH ADVISORS, LLC