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GENEOS WEALTH MANAGEMENT, INC.

ENGLEWOOD, CO · CRD 120894 · IAPD ↗ · geneoswealth.com · 303-785-8470

$9.22BRegulatory AUM
200Advisory reps
200Employees
139Clients
101-250Planning clients
0Private funds
52States
9Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2026 — GENEOS WEALTH MANAGEMENT, INC. reported RAUM up 65% ($5.60B -> $9.22B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — GENEOS WEALTH MANAGEMENT, INC. added office(s): 114 -> 116 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.