Wealth Manager
    SEC Registered
    Manages Private Funds

    Geneos Wealth Management, Inc.

    Registered investment advisor · Englewood, Colorado · CRD #120894

    Assets Under Management
    $9.2B
    Client Accounts
    33,378
    Employees
    200
    CRD Number
    120894
    Registration
    SEC Registered
    Custodian
    Pershing Llc, National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Geneos Wealth Management, Inc.

    Geneos Wealth Management Inc is a Financial Services company located in Centennial, CO. Geneos is an independent broker/dealer with over 250 financial advisors providing financial services, planning and advice across the country.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Geneos Wealth Management, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Geneos Wealth Management, Inc.'s AUM?

    Geneos Wealth Management, Inc. reports approximately $9.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Geneos Wealth Management, Inc. headquartered?

    Geneos Wealth Management, Inc. is headquartered in Englewood, Colorado.

    What is Geneos Wealth Management, Inc.'s CRD number?

    Geneos Wealth Management, Inc.'s CRD number is 120894. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Geneos Wealth Management, Inc. manage?

    Geneos Wealth Management, Inc. manages approximately 33,378 client accounts according to its latest SEC filing.

    Is Geneos Wealth Management, Inc. SEC registered?

    Yes, Geneos Wealth Management, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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