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GENEOS WEALTH MANAGEMENT, INC.
CRD 120894 · SEC 801-62331
9635 MAROON CIRCLE, SUITE 100, ENGLEWOOD, CO, 80112, United States
Phone
303-785-8470
Fax
303-785-8482
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.22B
Discretionary AUM
$9.21B
Team
200 total employees; 200 advisory reps; 139 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-10
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20649 | $7.94B |
| High net worth individuals | 618 | $1.06B |
| Charitable organizations | 144 | $63.1M |
| Corporations/business entities | 257 | $147.7M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD