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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-27 |
| FL | RA | APPROVED | 2025-01-24 |
| NC | RA | APPROVED | 2025-01-24 |
| AL | RA | APPROVED | 2025-01-23 |
| TX | RA | APPROVED_RES | 2019-11-21 |
| CO | RA | APPROVED | 2008-05-27 |
Branch Locations
5251 Dtc Parkway Suite 1001, Greenwood Village, CO 80111 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adrian & Associates | Greenwood Village | CO | 08/1988 | Present |
| Geneos Wealth Management, Inc. | Greenwood Village | CO | 04/2008 | Present |
| G5 Financial Group Llc | Greenwood Village | CO | 05/2011 | Present |
1) DBA:OWNER OF ADRIAN AND ASSOCIATES INC BUSINESS LOCATED AT BRANCH LOCATION. 2) SUB DBA:G5 FINANCIAL GROUP LLC. 3) TOES LLC-OWNER. 4) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS ONLY. 5) OFFICE SPACE RENTAL INCOME.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-02-12 |
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