GENEOS WEALTH MANAGEMENT, INC.
CRD #120894 SEC #801-62331 ENGLEWOOD, CO 303-785-8470
SEC Registered Broker-Dealer Disclosures
Total AUM
$5.6B
Discretionary
$5.6B
Employees
200
Clients
101
Accounts
22,073
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $5.6B | $5.6B | $1.4M | 200 | 140 |
| Jul 2024 | $5.2B | $5.2B | $1.3M | 200 | 150 |
| Mar 2024 | $5.2B | $5.2B | $4M | 200 | 200 |
| Aug 2023 | $4.6B | $4.6B | $3.5M | 200 | 200 |
| Mar 2023 | $4.1B | $4.1B | $4.5M | 200 | 200 |
| Oct 2022 | $3.9B | $3.9B | $5.3M | 200 | 200 |
| May 2022 | $4.6B | $4.6B | $8.4M | 210 | 200 |
| Mar 2022 | $5.3B | $5.3B | $5.9M | 210 | 200 |
| Feb 2022 | $5.1B | $5.1B | $8.6M | 210 | 200 |
| Apr 2021 | $4.6B | $4.6B | $9.4M | 210 | 215 |
| Mar 2021 | $4.3B | $4.3B | $8.8M | 210 | 215 |
| Aug 2020 | $3.7B | $3.6B | $8.4M | 220 | 200 |
| Jul 2020 | $3.7B | $3.6B | $8.4M | 220 | 200 |
| Mar 2020 | $4.1B | $4.1B | $8.3M | 220 | 200 |
| Mar 2019 | $3.3B | $3.3B | $17.2M | 230 | 250 |
| Mar 2019 | $3.3B | $3.3B | $17.2M | 230 | 250 |
| May 2018 | $3B | $3B | $13.1M | 250 | 283 |
| Apr 2018 | $3.4B | $3.4B | $13.4M | 250 | 283 |
| Mar 2018 | $3.4B | $3.4B | $13.4M | 250 | 283 |
| Sep 2017 | $2.6B | $2.6B | $11.3M | 250 | 11,300 |
| Sep 2017 | $2.6B | $2.6B | $11.3M | 250 | 11,300 |
| Jul 2017 | $2.1B | $2.1B | $13.6M | 250 | 11,300 |
| Mar 2017 | $2.1B | $2.1B | $13.6M | 250 | 11,300 |
| Mar 2016 | $2B | $2B | $22.2M | 230 | 11,000 |
| Mar 2015 | $1.9B | $1.9B | $24.2M | 230 | 9,800 |
| Mar 2014 | $1.7B | $1.7B | $28.4M | 230 | 7,000 |
| Jan 2014 | $1.1B | $1.1B | $1.5M | 210 | 5,800 |
| Mar 2013 | $1.1B | $1.1B | $1.5M | 210 | 5,800 |
| Nov 2012 | $771.5M | $768.9M | $2.6M | 215 | 4,500 |
| Jul 2012 | $771.5M | $768.9M | $2.6M | 51 | 4,500 |
| Mar 2012 | $771.5M | $768.9M | $2.6M | 51 | 4,500 |
| Aug 2011 | $729.1M | $726M | $3.1M | 51 | -- |
| Jun 2011 | $729.1M | $726M | $3.1M | 51 | -- |
| Mar 2011 | $729.1M | $726M | $3.1M | 51 | -- |
| Sep 2010 | $843.3M | $839.7M | $3.7M | 51 | -- |
| Sep 2009 | $547.4M | $547.4M | $0 | 51 | -- |
| Feb 2009 | $547.4M | $547.4M | $0 | 51 | -- |
| Jan 2008 | $579.2M | $579.2M | $0 | 51 | -- |
| Aug 2007 | $560M | $560M | $0 | 51 | -- |
| Aug 2007 | $560M | $560M | $0 | 51 | -- |
| Mar 2007 | $560M | $560M | $0 | 51 | -- |
| Feb 2007 | $560M | $560M | $0 | 51 | -- |
| Mar 2006 | $436.2M | $436.2M | $0 | 51 | -- |
| Feb 2006 | $334M | $334M | $0 | 51 | -- |
| Nov 2005 | $334M | $334M | $0 | 51 | -- |
| May 2005 | $363.2M | $363.2M | $0 | 51 | -- |
| Jun 2004 | $350M | $350M | $0 | -- | -- |
| May 2004 | $350M | $350M | $0 | -- | -- |
| Mar 2004 | $215M | $215M | $0 | -- | -- |
| Jan 2004 | $65M | $65M | $0 | -- | -- |
| Jan 2004 | $65M | $65M | $0 | -- | -- |
DateMar 2025
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$1.4M
Employees200
Clients140
DateJul 2024
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$1.3M
Employees200
Clients150
DateMar 2024
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$4M
Employees200
Clients200
DateAug 2023
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$3.5M
Employees200
Clients200
DateMar 2023
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$4.5M
Employees200
Clients200
DateOct 2022
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$5.3M
Employees200
Clients200
DateMay 2022
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$8.4M
Employees210
Clients200
DateMar 2022
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$5.9M
Employees210
Clients200
DateFeb 2022
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$8.6M
Employees210
Clients200
DateApr 2021
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$9.4M
Employees210
Clients215
DateMar 2021
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$8.8M
Employees210
Clients215
DateAug 2020
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$8.4M
Employees220
Clients200
DateJul 2020
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$8.4M
Employees220
Clients200
DateMar 2020
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$8.3M
Employees220
Clients200
DateMar 2019
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$17.2M
Employees230
Clients250
DateMar 2019
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$17.2M
Employees230
Clients250
DateMay 2018
Total AUM$3B
Discretionary$3B
Non-Disc.$13.1M
Employees250
Clients283
DateApr 2018
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$13.4M
Employees250
Clients283
DateMar 2018
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$13.4M
Employees250
Clients283
DateSep 2017
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$11.3M
Employees250
Clients11,300
DateSep 2017
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$11.3M
Employees250
Clients11,300
DateJul 2017
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$13.6M
Employees250
Clients11,300
DateMar 2017
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$13.6M
Employees250
Clients11,300
DateMar 2016
Total AUM$2B
Discretionary$2B
Non-Disc.$22.2M
Employees230
Clients11,000
DateMar 2015
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$24.2M
Employees230
Clients9,800
DateMar 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$28.4M
Employees230
Clients7,000
DateJan 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.5M
Employees210
Clients5,800
DateMar 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.5M
Employees210
Clients5,800
DateNov 2012
Total AUM$771.5M
Discretionary$768.9M
Non-Disc.$2.6M
Employees215
Clients4,500
DateJul 2012
Total AUM$771.5M
Discretionary$768.9M
Non-Disc.$2.6M
Employees51
Clients4,500
DateMar 2012
Total AUM$771.5M
Discretionary$768.9M
Non-Disc.$2.6M
Employees51
Clients4,500
DateAug 2011
Total AUM$729.1M
Discretionary$726M
Non-Disc.$3.1M
Employees51
Clients--
DateJun 2011
Total AUM$729.1M
Discretionary$726M
Non-Disc.$3.1M
Employees51
Clients--
DateMar 2011
Total AUM$729.1M
Discretionary$726M
Non-Disc.$3.1M
Employees51
Clients--
DateSep 2010
Total AUM$843.3M
Discretionary$839.7M
Non-Disc.$3.7M
Employees51
Clients--
DateSep 2009
Total AUM$547.4M
Discretionary$547.4M
Non-Disc.$0
Employees51
Clients--
DateFeb 2009
Total AUM$547.4M
Discretionary$547.4M
Non-Disc.$0
Employees51
Clients--
DateJan 2008
Total AUM$579.2M
Discretionary$579.2M
Non-Disc.$0
Employees51
Clients--
DateAug 2007
Total AUM$560M
Discretionary$560M
Non-Disc.$0
Employees51
Clients--
DateAug 2007
Total AUM$560M
Discretionary$560M
Non-Disc.$0
Employees51
Clients--
DateMar 2007
Total AUM$560M
Discretionary$560M
Non-Disc.$0
Employees51
Clients--
DateFeb 2007
Total AUM$560M
Discretionary$560M
Non-Disc.$0
Employees51
Clients--
DateMar 2006
Total AUM$436.2M
Discretionary$436.2M
Non-Disc.$0
Employees51
Clients--
DateFeb 2006
Total AUM$334M
Discretionary$334M
Non-Disc.$0
Employees51
Clients--
DateNov 2005
Total AUM$334M
Discretionary$334M
Non-Disc.$0
Employees51
Clients--
DateMay 2005
Total AUM$363.2M
Discretionary$363.2M
Non-Disc.$0
Employees51
Clients--
DateJun 2004
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees--
Clients--
DateMay 2004
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees--
Clients--
DateJan 2004
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees--
Clients--
DateJan 2004
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees--
Clients--