GENEOS WEALTH MANAGEMENT, INC.

ENGLEWOOD, Colorado·6 registered advisors·CRD# 120894
SEC# 801-62331116303-785-8470
01

Firm Overview

AUM
$5.2B
Regulatory assets under management
Employees
200
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at GENEOS WEALTH MANAGEMENT, INC.

6 registered advisors
Dean Allen Rager
ENGLEWOOD, Colorado
Jeffrey Wright Helms
ENGLEWOOD, Colorado
Jodee May Brubaker-Rager
ENGLEWOOD, Colorado
Raymond Corey Olson
ENGLEWOOD, Colorado
Russell Rhine Diachok
ENGLEWOOD, Colorado
Ryan Wesley Diachok
ENGLEWOOD, Colorado
05

Office Locations

ENGLEWOOD, Colorado
6 advisors

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Data sourced from SEC Form ADV filings. GENEOS WEALTH MANAGEMENT, INC. (CRD# 120894) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.