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| Geneos Wealth Management Inc
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|---|---|
| CRD # | 120894 |
| SEC # | 801-62331 |
| CIK # | 0001764754 |
| AUM | 9.2 B (2026-04-10) |
| Employees | 200 (100% Investors, 100% Brokers) |
| Phone | 303-785-8470 |
| Address | 9635 Maroon Circle Englewood, CO 80112 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001764754 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Norfolk Southern Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20,649 | 7.9 |
| (b) Individuals (high net worth individuals) | 618 | 1.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 144 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 257 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 33,378 | 9.2 |
| By Discretionary | ||
| Discretionary | 33,373 | 9.2 |
| Non-Discretionary | 5 | 0.0 |
| Total | 33,378 | 9.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.2 | |
| Total | 33,378 | 9.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001764754] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Clients | 139 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Forvis Mazars Wealth Advisors LLC
✚
|
MO | 9.8 B |
|
The Ameriflex Group Inc
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NV | 9.7 B |
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Seven Post Investment Office LP
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CA | 9.6 B |
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Fidelity Institutional Wealth Adviser LLC
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Axxcess Wealth Management LLC
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Snowden Capital Advisors LLC
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NY | 8.9 B |
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Robertson Stephens Wealth Management LLC
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CA | 8.8 B |
|
US Capital Wealth Advisors LLC
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TX | 8.8 B |
|
Marcuard Family Office Ltd
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|
8.7 B | |
|
TD Private Client Wealth LLC
✚
|
NY | 8.6 B |