Geneos Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Englewood, CO. Its latest Form ADV filing, dated April 10, 2026, reports $9.2B in regulatory assets under management, 200 employees, 113 offices, and 33,378 accounts.
Assets Under Management
$9.2B
Employees
200
Offices
113 offices
Total Clients
21,668
Primary office
ENGLEWOOD, CO
9635 MAROON CIRCLE, SUITE 100, ENGLEWOOD, CO, United States
Top client segmentIndividuals represent 95.3% of total clients.
Top client categories% of clientsClients
1
Individuals
95.3%
20,649
2
HNWI
2.9%
618
3
Corporations
1.2%
257
4
Charitable
0.7%
144
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9.2Bas of April 10, 2026
Discretionary100.0%
$9.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$4M
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$9.2B
Total Accounts33,378
10Y AUM Change+$7.1B (+330.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees200
Clients per Employee108:1
10Y Employee Change-50 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.