Geneos Wealth Management, Inc.
● SEC registered since 2003CRD 120894SEC# 801-62331Englewood, CO
Reg. AUM
$9.22B
Employees
200
Accounts
33,378
Location
Englewood, CO
Geneos Wealth Management, Inc. assets under management
Geneos Wealth Management, Inc. operates as an SEC-registered investment adviser based in Englewood, CO. The firm has been registered since 2003. It reports $9.2 billion in regulatory assets under management and employs 200 people.
Geneos Wealth Management, Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dean Allen Rager Control | Chief Operating Officer & Chief Advisory Compliance Officer | Under 5% | 2003 |
| Gwm Holdings, Inc Control | Stockholder | Over 75% | 2007 |
| Jeffrey Wright Helms Control | Director | Under 5% | 2007 |
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Join to unlock · $37/moFrequently asked questions
How much does Geneos Wealth Management, Inc. manage?
Geneos Wealth Management, Inc. reports $9.2 billion in regulatory assets under management on its Form ADV.
How many employees does Geneos Wealth Management, Inc. have?
Geneos Wealth Management, Inc. reports 200 employees.
Where is Geneos Wealth Management, Inc. located?
Geneos Wealth Management, Inc. is based in Englewood, CO and has been SEC-registered since 2003.
Does Geneos Wealth Management, Inc. disclose fund performance?
Geneos Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9635 Maroon Circle, Suite 100, Englewood, CO 80112 |
| Phone | 303-785-8470 |
| Fax | 303-785-8482 |
| Office hours | Monday - Friday 7a.m. To 4p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1764754 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$9.22B▲ 65%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers
Assets under management
$9.22Bregulatory AUM
Discretionary $9.21BNon-discretionary $4.2M