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Geneos Wealth Management, Inc. CRD 120894
$9.22B regulatory AUM 139 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-02-11 |
| CO | RA | APPROVED | 2004-01-26 |
Branch Locations
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
9085 E Mineral Circle Suite 215, Centennial, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management, Inc. | Englewood | CO | 01/2004 | Present |
| Williams Investment Network | Englewood | CO | 01/2004 | 12/2025 |
| Win Advisors Group | Englewood | CO | 12/2025 | Present |
1) DBA: WIN ADVISORS GROUP LOCATED AT BRANCH LOCATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-09 |
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