GENEOS WEALTH MANAGEMENT, INC.

CRD 120894File 801-62331

APPROVED

Retail clients

Disclosure events

Filing as of Apr 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$9.22B

Top 10% of cohort (national)

Discretionary AUM

$9.21B

Non-discretionary $4.2M

Clients

21,668

33,378 accounts

Employees

200

Top 10% of cohort in CO

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: DRO
Registration date: Aug 20, 2003
Principal office: 9635 MAROON CIRCLE, SUITE 100, ENGLEWOOD, CO, 80112
Phone: 303-785-8470
Website: HTTP://WWW.GENEOSWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $9.22B
Discretionary AUM: $9.21B
Non-discretionary AUM: $4.2M
Discretionary accounts: 33,373
Non-discretionary accounts: 5
Total accounts: 33,378
AUM per client: $425K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	257	$147.7M
Charitable organizations	144	$63.1M
High net worth individuals	618	$1.06B
Individuals (other than high net worth individuals)	20,649	$7.94B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11
Q11C2
Q11C4
Q11C5
Q11D4
Q11E2

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.