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Chief Executive Officer · Genesis Wealth Advisors, LLC

Paul F. Stone

CRD 3228094 · Named on Form ADV at one SEC-registered adviser

At a glance

Genesis Wealth Advisors, LLC, an SEC-registered wealth manager based in Braintree, MA with $200 million in regulatory assets, lists Paul F. Stone on its Form ADV as Chief Executive Officer.

Firms and roles

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Paul’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.