Investment adviser · CRD 120894
GENEOS WEALTH MANAGEMENT, INC.
Investment adviser filing (IA)
ENGLEWOOD, CO, United States · Form ADV filed Apr 10, 2026
- Regulatory AUM
- $9.22B Form ADV · Item 5.F
- Client accounts
- 33,378 Accounts, not individual clients
- Employees
- 200 Reported in this filing
- Advisory professionals
- 200 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 20,649 | $7,944,414,574 | 86.2% |
| High-net-worth individuals | 618 | $1,061,922,341 | 11.5% |
| Corporations & businesses | 257 | $147,718,331 | 1.6% |
| Charities | 144 | $63,107,792 | 0.7% |
Filing source
Form ADV 2093652 · Apr 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
9635 MAROON CIRCLE, SUITE 100ENGLEWOOD, CO, 80112, United States
CRD 120894
Filing source
Form ADV 2093652 · Apr 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.