Geneos Wealth Management, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

120894

SEC number

801-62331

Firm type

RIA

Assets under management

$9.2B as of Apr 10, 2026

Website

www.geneoswealth.com ↗

Phone

303-785-8470

Address

9635 Maroon Circle, Englewood, CO, 80112

Advisors at this firm

181 in our index · page 4 of 4

• Lois Rebecca StoufferCRD 1606996 · Santa Fe, NM
  IA RegisteredBroker
• Wesley Lee StrodeCRD 5080829 · Englewood, CO
  IA RegisteredBroker
• Aleen Maree SwoffordCRD 1284779 · Knoxville, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• Jake Thomas ServasCRD 7621726 · Englewood, CO
  Broker
• Colton Patrick ShieldsCRD 7262325 · Coppell, TX
  IA RegisteredBroker
• James Pronk TateCRD 2337814 · Roanoke, VA
  IA RegisteredBroker
• James Grant TauntonCRD 2111474 · Greenville, NC
  IA RegisteredBroker
• Jameson Mark TauntonCRD 5897746 · Greenville, NC
  IA RegisteredBroker
• Melissa Rose ThibaultCRD 4746338 · Englewood, CO
  Broker
• Jeffrey Scott ThompsonCRD 2490742 · Davidson, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Keith Maclean Todhunter-SchaafsmaCRD 2458357 · Flagstaff, AZ
  IA RegisteredBroker
• Craig John TolzmanCRD 2166408 · Scottsdale, AZ
  IA RegisteredBroker
• Jared C TolzmanCRD 7299885 · Scottsdale, AZ
  IA RegisteredBroker
• Peter Helmut VanfleinCRD 1993463 · Fairbanks, AK
  IA RegisteredBroker
  Disclosure event(s) on record
• Meaghan Sarah VescioCRD 6213845 · Flagstaff, AZ
  Broker
• Stephen M VirklerCRD 6619101 · Douglassville, PA
  IA RegisteredBroker
• Conner R WallaceCRD 7902223 · Longview, WA
  IA RegisteredBroker
• Michael Trent WareCRD 4660145 · Addison, TX
  IA RegisteredBroker
• Lester Gay WestCRD 2246265 · Santa Clara, UT
  IA RegisteredBroker
• William White WhiddenCRD 2245089 · White Salmon, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• James WilderCRD 6293592 · Orchard Park, NY
  IA RegisteredBroker
• Craig Edward WilliamsCRD 4444520 · Englewood, CO
  IA RegisteredBroker
• Andrea W WincklerCRD 6019763 · Englewood, CO
  Broker
• Eric H WintCRD 7513946 · New Albany, IN
  IA RegisteredBroker
• Jakob Abraham WebelCRD 7651758 · Mesa, AZ
  IA RegisteredBroker
• Lowell WilliamsCRD 7737370 · Knoxville, TN
  Broker
• Andrew D WoolleyCRD 6574844 · Lititz, PA
  IA RegisteredBroker
• Adam W. WorkmanCRD 6853913 · Roanoke, VA
  IA RegisteredBroker
• Taylor Nolen YionoulisCRD 4948460 · Centennial, CO
  IA RegisteredBroker
• James Lee YoungCRD 1919410 · Grand Junction, CO
  IA RegisteredBroker
• Curtis Allen ZeiglerCRD 1309842 · Denver, CO
  IA RegisteredBroker
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.