Geneos Wealth Management, INC.
Englewood, CO·SEC-registered · CRD #120894
Geneos Wealth Management, INC. is an SEC-registered investment advisory firm in Englewood, CO managing $9.2B across 33k client accounts, with 200 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$9.2B
Client accounts
33k
Advisory staff
200
Fee model
Fee-based
How Geneos Wealth Management, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Geneos Wealth Management, INC.
How much does Geneos Wealth Management, INC. manage?
Per its most recent SEC Form ADV filing (04/10/2026), Geneos Wealth Management, INC. reports $9.2B in regulatory assets under management across roughly 33k client accounts.
How does Geneos Wealth Management, INC. charge?
Geneos Wealth Management, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Geneos Wealth Management, INC. a fiduciary?
Yes. Geneos Wealth Management, INC. is registered with the U.S. Securities and Exchange Commission (CRD #120894), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Geneos Wealth Management, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Geneos Wealth Management, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Englewood, CO
Profile compiled from Geneos Wealth Management, INC.'s public SEC Form ADV filing (CRD #120894, filed 04/10/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Geneos Wealth Management, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Geneos Wealth Management, INC.? Claim this profile.