GENEOS WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$9,217,163,038
Discretionary
$9,212,991,461
Non-discretionary
$4,171,577
Firm details
- CRD number
- 120894
- SEC file number
- 801-62331
- Main office
- ENGLEWOOD, CO, United States
- Employees
- 200
- SEC status
- Approved
- Website
- HTTP://WWW.GENEOSWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.