RIA Intel›Advisers›Colorado›GENEOS WEALTH MANAGEMENT, INC.

GENEOS WEALTH MANAGEMENT, INC.

Advisory

N·ENGLEWOOD, CO

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM
$9.2B
1-Year AUM Growth
+12.1%
3-Year CAGR
+4.1%
Employees
200
Assets Under Management
Total AUM$9.2B
Discretionary AUM$9.2B
Non-Discretionary AUM$4M
Discretionary %100%
Total Clients14,112
Team
Total Employees200
Investment Advisers200
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record67
First FilingJul 11, 2002
Latest FilingMar 26, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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