Arthur
Debenedictis

Genesis Wealth Advisors, LLC

CRD#3172173
Investment Advisor
in Wakefield, MA

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About this Advisor

Arthur Debenedictis is a financial advisor based in Wakefield, Massachusetts, working with Genesis Wealth Advisors, LLC. Arthur has previously held positions at Arthur M Debenedictis Cpa, Clary Insurance & Investment Planning Corp, and Genesis Wealth Advisors, LLC. Arthur has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Arthur is part of Genesis Wealth Advisors, LLC, which operates out of Wakefield, Massachusetts. The firm has 1 office and 7 employees. The firm manages assets totaling $177.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Genesis Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3 Lakeside Office Park
Wakefield, MA 01880

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Genesis Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$176,984,000

MA Average: $16,012,751,954
Total Number of Employees

7

MA Average: 118
Total Number of Accounts

578

MA Average: 4,567
Average Account Size

$306,201

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Arthur Debenedictis Work History

2011 - Present (13 years)

Genesis Wealth Advisors, LLC

1989 - Present (35 years)

Arthur M Debenedictis Cpa

2003 - 2017 (14 years)

Clary Insurance & Investment Planning Corp

Disclosures

Please visit the SEC profile of Arthur Debenedictis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Genesis Wealth Advisors, LLC

Adrian Baldeon
Braintree, MA
Daniel Duval
Bridgewater, MA
Paul Stone
Stoughton, MA
Nicholas De Peyster
Stoughton, MA
Paul Duval
Stoughton, MA
Arthur Debenedictis
Wakefield, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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