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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 | 2026-08-28 |
| AZ | RA | APPROVED | 2026-02-11 |
| GA | RA | APPROVED | 2026-01-30 |
| TX | RA | APPROVED | 2026-01-29 |
| PA | RA | APPROVED | 2026-01-02 |
Branch Locations
978 Ben Franklin Hwy Route 422 East, Douglassville, PA 19518 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Life Financial Group Inc | Douglassville | PA | 09/2015 | Present |
| Geneos Wealth Management | Douglassville | PA | 09/2015 | 01/2026 |
| Life Financial Group Inc | Douglassville | PA | 01/2026 | Present |
| Geneos Wealth Management Inc | Douglassville | PA | 01/2026 | Present |
1) DBA: will work under LIFE FINANCIAL GROUP located at branch location. 2) will work as a REGISTERED ASSISTANT for Life Financial Group located at branch location.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-18 |
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