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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-24 |
| AL | RA | APPROVED | 2025-01-23 |
| CO | RA | APPROVED | 2025-01-23 |
| MI | RA | APPROVED | 2025-01-23 |
| MO | RA | APPROVED | 2025-01-23 |
| NC | RA | APPROVED | 2025-01-23 |
| TX | RA | APPROVED | 2025-01-23 |
Branch Locations
5251 Dtc Parkway Suite 1001, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adrian And Associates | Greenwood Village | CO | 04/2006 | Present |
| Geneos Wealth Managment Inc. | Greenwood Village | CO | 04/2008 | Present |
1) DBA:WILL WORK UNDER G5 FINANCIAL GROUP LLC BUSINESS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS ONLY. 3) ADRIAN AND ASSOCIATES INC-EMPLOYEE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-27 |
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