Geneos Wealth Management, Inc.
Firm details
- Headquarters
- Englewood, Colorado
- CRD number
- 120894
- Registered since
- August 20, 2003
- Website
- www.geneoswealth.com
- Custodians
- PERSHING LLC, NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals86.19%
- HNWI11.52%
- Corporations / Businesses1.6%
- Charitable Organizations0.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Geneos Wealth Management, Inc. is a corporate independent broker‑dealer and registered investment adviser that has been SEC‑registered since 2003. The firm serves both individual/family and institutional clients and functions as a capital allocator, placing assets with third‑party managers in addition to offering in‑house advisory services. Its advisory menu includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and educational seminars. Fee arrangements are flexible and include percentage‑of‑AUM billing, hourly charges and fixed fees. Geneos also identifies as an active ESG investor and maintains professional affiliations with accountants, law firms, insurance companies, pension consultants and real estate brokers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- Non-Investment Grade Corp Bonds1%
Owners & executives
3 of 13
Sharon Jennings
President, CEOCRD 4232650
Russell Diachok
President, CEOCRD 1049804
Wendy Nelson
CEOCRD 1061680
Contacts
3 of 255
Andrew Barninger
PartnerCRD 5805136
Amanda Arthur
Registered Client Services AssociateCRD 5834010
Ryan O'leary
Financial AdvisorCRD 5848870
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,448Active vs passive
$4.5B in ETFs
72%
$3.2B
23%
$1.2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $162M | 215,810 | 3.61% |
Location
Englewood, CO
Arapahoe
Location
Englewood, CO
Headquartered in Englewood, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 9635 Maroon Cir
- Time zone
- MT (UTC-7)
- Office locations
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