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| Happy Holidays!! thanks for using AUM13F!! |
| Geneos Wealth Management Inc
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| CRD # | 120894 |
| SEC # | 801-62331 |
| CIK # | 0001764754 |
| AUM | $5.6 B (2025-03-14) |
| Employees | 200 (100% Investors, 100% Brokers) |
| Phone | 303-785-8470 |
| Address | 9635 Maroon Circle Englewood, CO 80112 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001764754 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Norfolk Southern Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13,484 | 4.8 |
| (b) Individuals (high net worth individuals) | 419 | 0.6 |
| (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 | 82 | 0.0 |
| (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 | 127 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 22,073 | 5.6 |
| By Discretionary | ||
| Discretionary | 22,068 | 5.6 |
| Non-Discretionary | 5 | 0.0 |
| Total | 22,073 | 5.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.6 | |
| Total | 22,073 | 5.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001764754] |
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|---|---|---|
|
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✚
|
NY | 5.9 |
|
Sendero Wealth Management LLC
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Cambridge Associates Limited LLC
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Sigma Planning Corporation
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Frontier Asset Management LLC
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|
Dynamic Advisor Solutions LLC
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|
Index Fund Advisors Inc
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CA | 5.3 |
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Level Four Advisory Services LLC
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TX | 5.3 |