Geneos Wealth Management, Inc.
Geneos Wealth Management, Inc. (CRD# 120894) is a financial advisory firm headquartered in Englewood, CO. They manage $5,163,064,970 in 21,980 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management5,163MILLION
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Total Number of Accounts21,980ACCOUNTS
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Average Account Value$234,898
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Michael Weaver (CRD# 1109284) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Addison, TX and has over 20 years of experience in the finance industry.
Lester West (CRD# 2246265) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Saint George, UT and has over 31 years of experience in the finance industry.
Susan Westmoreland (CRD# 4445128) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Salem, VA and has over 10 years of experience in the finance industry.
William Whidden (CRD# 2245089) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Englewood, CO and has over 31 years of experience in the finance industry.
John White (CRD# 5292405) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Homer Glen, IL and has over 17 years of experience in the finance industry.
Craig Williams (CRD# 4444520) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Englewood, CO and has over 22 years of experience in the finance industry.
Kirk Wilson (CRD# 4709474) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Tucson, AZ and has over 20 years of experience in the finance industry.
Thomas Wint (CRD# 864114) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Sellersburg, IN and has over 41 years of experience in the finance industry.
Andrew Woolley (CRD# 6574844) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Lititz, PA and has over 8 years of experience in the finance industry.
Jonathan Wright (CRD# 5240268) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Englewood, CO and has over 17 years of experience in the finance industry.