| Name | Title | Ownership | Since |
|---|---|---|---|
| Dean Allen Rager Control | Chief Operating Officer & Chief Advisory Compliance Officer | Under 5% | 2003 |
| Gwm Holdings, Inc Control | Stockholder | Over 75% | 2007 |
| Jeffrey Wright Helms Control | Director | Under 5% | 2007 |
Geneos Wealth Management, Inc. reports $5.6 billion in regulatory assets under management on its Form ADV.
Geneos Wealth Management, Inc. reports 200 employees.
Geneos Wealth Management, Inc. is based in Englewood, CO and has been SEC-registered since 2003.
Geneos Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9635 Maroon Circle, Suite 100, Englewood, CO 80112 |
| Phone | 303-785-8470 |
| Fax | 303-785-8482 |
| Office hours | Monday - Friday 7a.m. To 4p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1764754 |
| Discloses disciplinary history | Yes |
| Discretionary | $5.6B |
| Non-discretionary | $1.4M |
| Total (RAUM) | $5.6B |