Data / Investment advisers / Colorado / Geneos Wealth Management, Inc.
Geneos Wealth Management, Inc., Englewood, CO: $9.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Geneos Wealth Management, Inc. is an SEC registered investment adviser with its main office in Englewood, Colorado and reports $9.2 billion in regulatory assets under management in its Form ADV filed April 10, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Geneos Wealth Management, Inc. (CRD number 120894): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 120894
- SEC file number
- 801-62331
- SEC status
- Approved, effective August 20, 2003
- Main office
- 9635 Maroon Circle Suite 100, Englewood, CO 80112
- Phone
- (303) 785-8470
- Website
- geneoswealth.com
- Regulatory AUM
- $9,217,163,038 in the Form ADV filed April 10, 2026
- Discretionary AUM
- $9,212,991,461
- Non discretionary AUM
- $4,171,577
- Accounts
- 33,378
- Employees
- 200, of which 200 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 113
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- April 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 20,649 | $7.94 billion |
| High net worth individuals | 618 | $1.06 billion |
| Corporations or other businesses | 257 | $147.7 million |
| Charitable organizations | 144 | $63.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $9.22 billion | March 26, 2026 |
| December 1, 2025 | $5.60 billion | March 14, 2025 |
Other advisers in Englewood
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Wealth Watch Advisors, Inc | Englewood | $612.4 million | Not listed | adviserinfo.sec.gov |
| Wakefield Wealth Management, LLLP | Englewood | $512.9 million | Not listed | adviserinfo.sec.gov |
| Wakefield Asset Management, LLLP | Englewood | $454 million | Not listed | adviserinfo.sec.gov |
| Boulder Asset Management | Englewood | $426.1 million | Not listed | adviserinfo.sec.gov |
| Cherry Creek Investment Advisors Inc | Englewood | $351.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Englewood, CO
- Investment advisers in Colorado
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Geneos Wealth Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.