SourcingSourcing

GENESIS PRIVATE WEALTH, LLC

C37
CRD 315692·SEC 801-122157·ASHBURN, VA
AUM
$482.4M
$100M-$500M
Est. Revenue
$4.8M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GENESIS PRIVATE WEALTH, LLC
CRD
315692
SEC file #
801-122157
EIN
800425762
DBA names
The Lewis Financial Group

Economics

AUM
$482.4M
AUM band
$100M-$500M
AUM trajectory
'22'26
$268.5M → $482.4M▲ +80%
Client mix
Individuals High Net Worth179
Individuals Other129

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
2 advisors → 3 advisors▲ +50%
Primary office
ASHBURN VA
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/11/2026
ADV-W filed at
—
Website
thelewisfinancialgroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ANDREW JOHN LEWIS REVOCABLE
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
ANDREW JOHN LEWIS REVOCABLE
LEWIS, ANDREW, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
THELEWISFINANCIALGROUP.COM
Rdap Domain Creation Date
2009-04-17T04:35:27Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001965529
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-01-17
Edgar Last Filing Date
2026-04-16
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-16
Accession0001725547-26-000131

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Wells Fargo4
E*trade4
Edgar Addresses
Mailing
20755 WILLIAMSPORT PLACESUITE 140ASHBURN, VA 20147
Business
20755 WILLIAMSPORT PLACESUITE 140ASHBURN, VA 20147
Edgar EIN
800425762
Edgar Recent Filings
13F-HR2026-04-16 · 0001725547-26-000131
13F-HR2026-01-08 · 0001725547-26-000004
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-07T11:59:59Z
Rdap Domain Last Changed
2022-09-05T23:08:50Z
Rdap Nameservers
Ns05.domaincontrol.comNs06.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (6)

6
LEWIS, ANDREW, JOHN
IAR · Direct Owner · 87.5%
2246107
CHRISTINA ARGUST FRANSCKIEWICH
IAR
5543386
LAUREN GREENE SNYDER
IAR
5348472
Elisa Hasan
IAR
7071536
JEFFREY BENJAMIN AXT
IAR
1266964
KAREN M LEWIS
IAR
2294583