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GENEOS WEALTH MANAGEMENT, INC.

9635 Maroon Circle
Suite 100
Englewood, Colorado 80112
Tel: 303-785-8470

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About GENEOS WEALTH MANAGEMENT, INC.

GENEOS WEALTH MANAGEMENT, INC, formally registered with the SEC as GENEOS WEALTH MANAGEMENT, INC. The firm was established in 08/20/2003. They have over 115 offices throughout the country.

GENEOS WEALTH MANAGEMENT, INC. is a Englewood, Colorado based Financial Planning firm with nearly $4,645,780,111 assets under management, offering retirement planning & investment advisory services to 19340 clients. The firm is staffed with 200 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#120894
SEC#801-62331
Assets Managed by Firm$4,645,780,111
No. of Clients19340
No. of Advisors200

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total19340$4,645,780,111
Individuals (other than high net worth individuals)12411$4,130,333,097
High net worth individuals242$362,156,865
Charitable organizations63$26,600,271
Corporations or other businesses139$126,689,878

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