Overview
Assets Under Management: $5.6 billion
Headquarters: ENGLEWOOD, CO
High-Net-Worth Clients: 419
Average Client Assets: $1 million
Frequently Asked Questions
GENEOS WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #120894), GENEOS WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
GENEOS WEALTH MANAGEMENT, INC. is headquartered in ENGLEWOOD, CO.
GENEOS WEALTH MANAGEMENT, INC. serves 419 high-net-worth clients according to their SEC filing dated March 14, 2025. View client details ↓
According to their SEC Form ADV, GENEOS WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
GENEOS WEALTH MANAGEMENT, INC. manages $5.6 billion in client assets according to their SEC filing dated March 14, 2025.
According to their SEC Form ADV, GENEOS WEALTH MANAGEMENT, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 419
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 10.49
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 22,073
Discretionary Accounts: 22,068
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 120894
Filing ID: 1929534
Last Filing Date: 2025-03-14 12:12:00
Website: https://geneoswealth.com