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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2025
- Branch Offices
- 113
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER. CROP / SROP. | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER. CROP / SROP. | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER. CROP / SROP. | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER. CROP / SROP. | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER. CROP / SROP. | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER. CROP / SROP. | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER. CROP / SROP. | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER. CROP / SROP. | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER. CROP / SROP. | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER. CROP / SROP. | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER. CROP / SROP. | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER. CROP / SROP. | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER. CROP / SROP. | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER. CROP / SROP. | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER. CROP / SROP. | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER. CROP / SROP. | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| BRUBAKER-RAGER, JODEE MAY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUBAKER-RAGER, JODEE MAY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUBAKER-RAGER, JODEE MAY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUBAKER-RAGER, JODEE MAY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUBAKER-RAGER, JODEE MAY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUBAKER-RAGER, JODEE MAY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUBAKER-RAGER, JODEE MAY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| DIACHOK, GEORGE THEODORE | I | CHAIRMAN | NA | Control |
| DIACHOK, GEORGE THEODORE | I | CHAIRMAN | NA | Control |
| DIACHOK, GEORGE THEODORE | I | CHAIRMAN | NA | Control |
| DIACHOK, GEORGE THEODORE | I | CHAIRMAN | NA | Control |
| DIACHOK, GEORGE THEODORE | I | SEC. /TREAS. CHR. OF BRD. | NA | Control |
| DIACHOK, GEORGE THEODORE | I | CHAIRMAN | NA | Control |
| DIACHOK, GEORGE THEODORE | I | CHAIRMAN | NA | Control |
| DIACHOK, GEORGE THEODORE | I | CHAIRMAN | NA | Control |
| DIACHOK, GEORGE THEODORE | I | CHAIRMAN | NA | Control |
| DIACHOK, GEORGE THEODORE | I | CHAIRMAN | NA | Control |
| DIACHOK, GEORGE THEODORE | I | CHAIRMAN | NA | Control |
| DIACHOK, GEORGE THEODORE | I | CHAIRMAN | NA | Control |
| DIACHOK, GEORGE THEODORE | I | CHAIRMAN | NA | Control |
| DIACHOK, GEORGE THEODORE | I | CHAIRMAN | NA | Control |
| DIACHOK, RUSSELL RHINE | I | PRESIDENT & CEO | NA | Control |
| DIACHOK, RUSSELL RHINE | I | PRESIDENT & CEO | NA | Control |
| DIACHOK, RUSSELL RHINE | I | PRESIDENT & CEO | NA | Control |
| DIACHOK, RUSSELL RHINE | I | PRESIDENT & CEO | NA | Control |
| DIACHOK, RUSSELL RHINE | I | PRES. /CEO & DIRECTOR | NA | Control |
| DIACHOK, RUSSELL RHINE | I | PRESIDENT & CEO | NA | Control |
| DIACHOK, RUSSELL RHINE | I | PRESIDENT & CEO | NA | Control |
| DIACHOK, RUSSELL RHINE | I | PRESIDENT & CEO | NA | Control |
| DIACHOK, RUSSELL RHINE | I | CEO | NA | Control |
| DIACHOK, RUSSELL RHINE | I | CEO | NA | Control |
| DIACHOK, RUSSELL RHINE | I | CEO | NA | Control |
| DIACHOK, RUSSELL RHINE | I | PRESIDENT & CEO | NA | Control |
| DIACHOK, RUSSELL RHINE | I | PRESIDENT & CEO | NA | Control |
| DIACHOK, RUSSELL RHINE | I | PRESIDENT & CEO | NA | Control |
| DIACHOK, RUSSELL RHINE | I | CEO | NA | Control |
| DIACHOK, RUSSELL RHINE | I | CEO | NA | Control |
| DIACHOK, RUSSELL RHINE | I | CEO | NA | Control |
| DIACHOK, RUSSELL RHINE | I | CEO | NA | Control |
| DIACHOK, RUSSELL RHINE | I | CEO | NA | Control |
| DIACHOK, RUSSELL RHINE | I | CEO | NA | Control |
| DIACHOK, RUSSELL RHINE | I | CEO | NA | Control |
| DIACHOK, RUSSELL RHINE | I | CEO | NA | Control |
| DIACHOK, RUSSELL RHINE | I | CEO | NA | Control |
| DIACHOK, RUSSELL RHINE | I | CEO | NA | Control |
| DIACHOK, RUSSELL RHINE | I | CEO | NA | Control |
| DIACHOK, RUSSELL RHINE | I | CEO | NA | Control |
| DIACHOK, RUSSELL RHINE | I | CEO | NA | Control |
| DIACHOK, RUSSELL RHINE | I | DIRECTOR | NA | Control |
| DIACHOK, RUSSELL RHINE | I | DIRECTOR | NA | Control |
| DIACHOK, RUSSELL RHINE | I | DIRECTOR | NA | Control |
| DIACHOK, RUSSELL RHINE | I | DIRECTOR | NA | Control |
| DIACHOK, RUSSELL RHINE | I | DIRECTOR | NA | Control |
| DIACHOK, RUSSELL RHINE | I | DIRECTOR | NA | Control |
| DIACHOK, RUSSELL RHINE | I | DIRECTOR | NA | Control |
| DIACHOK, RYAN WESLEY | I | PRESIDENT | NA | Control |
| DIACHOK, RYAN WESLEY | I | PRESIDENT | NA | Control |
| DIACHOK, RYAN WESLEY | I | PRESIDENT | NA | Control |
| DIACHOK, RYAN WESLEY | I | PRESIDENT | NA | Control |
| DIACHOK, RYAN WESLEY | I | PRESIDENT | NA | Control |
| DIACHOK, RYAN WESLEY | I | PRESIDENT | NA | Control |
| DIACHOK, RYAN WESLEY | I | PRESIDENT | NA | Control |
| DIACHOK, RYAN WESLEY | I | PRESIDENT | NA | Control |
| DIACHOK, RYAN WESLEY | I | PRESIDENT | NA | Control |
| DIACHOK, RYAN WESLEY | I | PRESIDENT | NA | Control |
| DIACHOK, RYAN WESLEY | I | PRESIDENT | NA | Control |
| DIACHOK, RYAN WESLEY | I | PRESIDENT | NA | Control |
| DIACHOK, RYAN WESLEY | I | PRESIDENT | NA | Control |
| DIACHOK, RYAN WESLEY | I | PRESIDENT | NA | Control |
| DIACHOK, RYAN WESLEY | I | PRESIDENT | NA | Control |
| DIACHOK, RYAN WESLEY | I | PRESIDENT | NA | Control |
| DIACHOK, RYAN WESLEY | I | CEO | NA | Control |
| DIACHOK, RYAN WESLEY | I | CEO | NA | Control |
| DIACHOK, RYAN WESLEY | I | CEO | NA | Control |
| DIACHOK, RYAN WESLEY | I | CEO | NA | Control |
| DIACHOK, RYAN WESLEY | I | CEO | NA | Control |
| DIACHOK, RYAN WESLEY | I | CEO | NA | Control |
| DIACHOK, RYAN WESLEY | I | CEO | NA | Control |
| HALKETT, KIMBERLY ANN | I | COMPLIANCE OFFICER - ADVISORY SERVICES | NA | |
| HALKETT, KIMBERLY ANN | I | COMPLIANCE OFFICER - ADVISORY SERVICES | NA | |
| HALKETT, KIMBERLY ANN | I | COMPLIANCE OFFICER - ADVISORY SERVICES | NA | |
| HELMS, JEFFREY WRIGHT | I | DIRECTOR | NA | |
| HELMS, JEFFREY WRIGHT | I | DIRECTOR | NA | |
| HELMS, JEFFREY WRIGHT | I | DIRECTOR | NA | |
| HELMS, JEFFREY WRIGHT | I | DIRECTOR | NA | |
| HELMS, JEFFREY WRIGHT | I | DIRECTOR | NA | |
| HELMS, JEFFREY WRIGHT | I | DIRECTOR | NA | |
| HELMS, JEFFREY WRIGHT | I | DIRECTOR | NA | |
| HELMS, JEFFREY WRIGHT | I | DIRECTOR | NA | Control |
| HELMS, JEFFREY WRIGHT | I | DIRECTOR | NA | Control |
| HELMS, JEFFREY WRIGHT | I | DIRECTOR | NA | Control |
| HELMS, JEFFREY WRIGHT | I | DIRECTOR | NA | Control |
| HELMS, JEFFREY WRIGHT | I | DIRECTOR | NA | Control |
| HELMS, JEFFREY WRIGHT | I | DIRECTOR | NA | Control |
| HELMS, JEFFREY WRIGHT | I | DIRECTOR | NA | Control |
| MERCANTILE/COLORADO LLC | DE | STOCKHOLDER | NA | |
| MESARD, PAUL SAMUEL | I | VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | |
| MESARD, PAUL SAMUEL | I | VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | |
| MESARD, PAUL SAMUEL | I | VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | |
| MESARD, PAUL SAMUEL | I | VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | |
| MILLER, CRAIG ALAN | I | DIRECTOR | NA | Control |
| MILLER, CRAIG ALAN | I | DIRECTOR | NA | Control |
| MILLER, CRAIG ALAN | I | DIRECTOR | NA | Control |
| MILLER, CRAIG ALAN | I | DIRECTOR | NA | Control |
| MILLER, CRAIG ALAN | I | DIRECTOR | NA | Control |
| MILLER, CRAIG ALAN | I | DIRECTOR | NA | Control |
| MILLER, CRAIG ALAN | I | DIRECTOR | NA | Control |
| MILLER, CRAIG ALAN | I | DIRECTOR | NA | Control |
| MILLER, CRAIG ALAN | I | DIRECTOR | NA | Control |
| MILLER, CRAIG ALAN | I | DIRECTOR | NA | Control |
| MILLER, CRAIG ALAN | I | DIRECTOR | NA | Control |
| OLSON, RAYMOND COREY | I | CFO/CONTROLLER | NA | Control |
| OLSON, RAYMOND COREY | I | CFO/CONTROLLER | NA | Control |
| OLSON, RAYMOND COREY | I | CFO/CONTROLLER | NA | Control |
| OLSON, RAYMOND COREY | I | CFO/CONTROLLER | NA | Control |
| OLSON, RAYMOND COREY | I | CFO/CONTROLLER | NA | Control |
| OLSON, RAYMOND COREY | I | CFO | NA | Control |
| OLSON, RAYMOND COREY | I | CFO | NA | Control |
| OLSON, RAYMOND COREY | I | CFO | NA | Control |
| OLSON, RAYMOND COREY | I | CFO/CONTROLLER | NA | Control |
| OLSON, RAYMOND COREY | I | CFO/CONTROLLER | NA | Control |
| OLSON, RAYMOND COREY | I | CFO/CONTROLLER | NA | Control |
| OLSON, RAYMOND COREY | I | CFO | NA | Control |
| OLSON, RAYMOND COREY | I | CFO | NA | Control |
| OLSON, RAYMOND COREY | I | CFO | NA | Control |
| OLSON, RAYMOND COREY | I | CFO | NA | Control |
| OLSON, RAYMOND COREY | I | CFO | NA | Control |
| OLSON, RAYMOND COREY | I | CFO | NA | Control |
| OLSON, RAYMOND COREY | I | CFO | NA | Control |
| OLSON, RAYMOND COREY | I | CFO | NA | Control |
| OLSON, RAYMOND COREY | I | CFO | NA | Control |
| OLSON, RAYMOND COREY | I | CFO | NA | Control |
| OLSON, RAYMOND COREY | I | CFO | NA | Control |
| OLSON, RAYMOND COREY | I | CFO | NA | Control |
| OLSON, RAYMOND COREY | I | CFO | NA | Control |
| OLSON, RAYMOND COREY | I | CFO | NA | Control |
| OLSON, RAYMOND COREY | I | CFO | NA | Control |
| OLSON, RAYMOND COREY | I | CFO | NA | Control |
| OLSON, RAYMOND COREY | I | CFO | NA | Control |
| OLSON, RAYMOND COREY | I | CFO | NA | Control |
| OLSON, RAYMOND COREY | I | CFO | NA | Control |
| OLSON, RAYMOND COREY | I | CFO | NA | Control |
| OLSON, RAYMOND COREY | I | CFO | NA | Control |
| OLSON, RAYMOND COREY | I | CFO | NA | Control |
| OLSON, RAYMOND COREY | I | CFO | NA | Control |
| OLSON, RAYMOND COREY | I | CFO | NA | Control |
| RAGER, DEAN ALLEN | I | CHIEF OPERATING OFFICER & ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | CHIEF OPERATING OFFICER & ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | CHIEF OPERATING OFFICER & ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | CHIEF OPERATING OFFICER & ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | CHIEF OPERATING OFFICER & ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | CHIEF OPERATING OFFICER | NA | |
| RAGER, DEAN ALLEN | I | SENIOR VICE PRESIDENT & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | SENIOR VICE PRESIDENT & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | SENIOR VICE PRESIDENT & ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | SENIOR VICE PRESIDENT & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | CHIEF OPERATING OFFICER | NA | |
| RAGER, DEAN ALLEN | I | CHIEF OPERATING OFFICER & ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | CHIEF OPERATING OFFICER & ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | CHIEF OPERATING OFFICER & ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | CHIEF OPERATING OFFICER | NA | |
| RAGER, DEAN ALLEN | I | CHIEF OPERATING OFFICER | NA | |
| RAGER, DEAN ALLEN | I | CHIEF OPERATING OFFICER | NA | |
| RAGER, DEAN ALLEN | I | CHIEF OPERATING OFFICER | NA | |
| RAGER, DEAN ALLEN | I | SENIOR VICE PRESIDENT & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | SENIOR VICE PRESIDENT & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | SENIOR VICE PRESIDENT & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | SENIOR VICE PRESIDENT & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | SENIOR VICE PRESIDENT & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | SENIOR VICE PRESIDENT & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | SENIOR VICE PRESIDENT & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | SENIOR VICE PRESIDENT & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | SENIOR VICE PRESIDENT & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | SENIOR VICE PRESIDENT & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | SENIOR VICE PRESIDENT & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | SENIOR VICE PRESIDENT & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | SENIOR VICE PRESIDENT & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | SENIOR VICE PRESIDENT & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | SENIOR VICE PRESIDENT & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | SENIOR VICE PRESIDENT & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | SENIOR VICE PRESIDENT & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | SENIOR VICE PRESIDENT & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | SENIOR VICE PRESIDENT & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | SENIOR VICE PRESIDENT & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | SENIOR VICE PRESIDENT & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | SENIOR VICE PRESIDENT & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | CHIEF OPERATING OFFICER & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | CHIEF OPERATING OFFICER & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | CHIEF OPERATING OFFICER & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | CHIEF OPERATING OFFICER & CHIEF ADVISORY COMPLIANCE OFFICER | NA | |
| RAGER, DEAN ALLEN | I | CHIEF OPERATING OFFICER & CHIEF ADVISORY COMPLIANCE OFFICER | NA | Control |
| RAGER, DEAN ALLEN | I | CHIEF OPERATING OFFICER & CHIEF ADVISORY COMPLIANCE OFFICER | NA | Control |
| RAGER, DEAN ALLEN | I | CHIEF OPERATING OFFICER & CHIEF ADVISORY COMPLIANCE OFFICER | NA | Control |
| RAGER, DEAN ALLEN | I | CHIEF OPERATING OFFICER & CHIEF ADVISORY COMPLIANCE OFFICER | NA | Control |
| RAGER, DEAN ALLEN | I | CHIEF OPERATING OFFICER & CHIEF ADVISORY COMPLIANCE OFFICER | NA | Control |
| RAGER, DEAN ALLEN | I | CHIEF OPERATING OFFICER & CHIEF ADVISORY COMPLIANCE OFFICER | NA | Control |
| RAGER, DEAN ALLEN | I | CHIEF OPERATING OFFICER & CHIEF ADVISORY COMPLIANCE OFFICER | NA | Control |
| STARKEY, KEVIN MITCHELL | I | VICE PRESIDENT SALES AND MARKETING | NA | |
| STARKEY, KEVIN MITCHELL | I | VICE PRESIDENT SALES AND MARKETING | NA | |
| STARKEY, KEVIN MITCHELL | I | VICE PRESIDENT SALES AND MARKETING | NA | |
| STARKEY, KEVIN MITCHELL | I | VICE PRESIDENT SALES AND MARKETING | NA | |
| TEMPLETRUJILLO, DOUGLAS GUY | I | CHIEF FINANCIAL OFFICER | NA | |
| TEMPLETRUJILLO, DOUGLAS GUY | I | CHIEF FINANCIAL OFFICER | NA | |
| TEMPLETRUJILLO, DOUGLAS GUY | I | CHIEF FINANCIAL OFFICER | NA | |
| TEMPLETRUJILLO, DOUGLAS GUY | I | CHIEF FINANCIAL OFFICER | NA | |
| TEMPLETRUJILLO, DOUGLAS GUY | I | CHIEF FINANCIAL OFFICER | NA | |
| TEMPLETRUJILLO, DOUGLAS GUY | I | CHIEF FINANCIAL OFFICER | NA | |
| TEMPLETRUJILLO, DOUGLAS GUY | I | CHIEF FINANCIAL OFFICER | NA | |
| TEMPLETRUJILLO, DOUGLAS GUY | I | CHIEF FINANCIAL OFFICER | NA | |
| TEMPLETRUJILLO, DOUGLAS GUY | I | CHIEF FINANCIAL OFFICER | NA | |
| TEMPLETRUJILLO, DOUGLAS GUY | I | CHIEF FINANCIAL OFFICER | NA | |
| TEMPLETRUJILLO, DOUGLAS GUY | I | CHIEF FINANCIAL OFFICER | NA | |
| TEMPLETRUJILLO, DOUGLAS GUY | I | CHIEF FINANCIAL OFFICER | NA | |
| TEMPLETRUJILLO, DOUGLAS GUY | I | CHIEF FINANCIAL OFFICER | NA | |
| TEMPLETRUJILLO, DOUGLAS GUY | I | CHIEF FINANCIAL OFFICER | NA | |
| WOODBURY, DANA LAWRENCE | I | VP OF ADVISORY SERVICES AND DUE DILIGENCE | NA | |
| WOODBURY, DANA LAWRENCE | I | VP OF ADVISORY SERVICES AND DUE DILIGENCE | NA | |
| WOODBURY, DANA LAWRENCE | I | VP OF ADVISORY SERVICES AND DUE DILIGENCE | NA | |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| GWM HOLDINGS, INC | DE | STOCKHOLDER | E | Control |
| DIACHOK, GEORGE THEODORE | I | SEC. /TREAS. CHR. OF BRD. | C | Control |
| DIACHOK, GEORGE THEODORE | I | SEC. /TREAS. CHR. OF BRD. | C | Control |
| DIACHOK, GEORGE THEODORE | I | SEC. /TREAS. CHR. OF BRD. | C | Control |
| DIACHOK, GEORGE THEODORE | I | SEC. /TREAS. CHR. OF BRD. | C | Control |
| DIACHOK, GEORGE THEODORE | I | SEC. /TREAS. CHR. OF BRD. | C | Control |
| DIACHOK, GEORGE THEODORE | I | SEC. /TREAS. CHR. OF BRD. | C | Control |
| DIACHOK, GEORGE THEODORE | I | SEC. /TREAS. CHR. OF BRD. | C | Control |
| DIACHOK, GEORGE THEODORE | I | SEC. /TREAS. CHR. OF BRD. | C | Control |
| DIACHOK, GEORGE THEODORE | I | SEC. /TREAS. CHR. OF BRD. | C | Control |
| DIACHOK, GEORGE THEODORE | I | SEC. /TREAS. CHR. OF BRD. | C | Control |
| DIACHOK, GEORGE THEODORE | I | SEC. /TREAS. CHR. OF BRD. | C | Control |
| DIACHOK, GEORGE THEODORE | I | SEC. /TREAS. CHR. OF BRD. | C | Control |
| DIACHOK, GEORGE THEODORE | I | SEC. /TREAS. CHR. OF BRD. | C | Control |
| DIACHOK, GEORGE THEODORE | I | SEC. /TREAS. CHR. OF BRD. | C | Control |
| DIACHOK, GEORGE THEODORE | I | SEC. /TREAS. CHR. OF BRD. | C | Control |
| DIACHOK, RUSSELL RHINE | I | PRES. /CEO & DIRECTOR | C | Control |
| DIACHOK, RUSSELL RHINE | I | PRES. /CEO & DIRECTOR | C | Control |
| DIACHOK, RUSSELL RHINE | I | PRES. /CEO & DIRECTOR | C | Control |
| DIACHOK, RUSSELL RHINE | I | PRES. /CEO & DIRECTOR | C | Control |
| DIACHOK, RUSSELL RHINE | I | PRES. /CEO & DIRECTOR | C | Control |
| DIACHOK, RUSSELL RHINE | I | PRES. /CEO & DIRECTOR | C | Control |
| DIACHOK, RUSSELL RHINE | I | PRES. /CEO & DIRECTOR | C | Control |
| DIACHOK, RUSSELL RHINE | I | PRES. /CEO & DIRECTOR | C | Control |
| DIACHOK, RUSSELL RHINE | I | PRES. /CEO & DIRECTOR | C | Control |
| DIACHOK, RUSSELL RHINE | I | PRES. /CEO & DIRECTOR | C | Control |
| DIACHOK, RUSSELL RHINE | I | PRES. /CEO & DIRECTOR | C | Control |
| DIACHOK, RUSSELL RHINE | I | PRES. /CEO & DIRECTOR | C | Control |
| DIACHOK, RUSSELL RHINE | I | PRES. /CEO & DIRECTOR | C | Control |
| DIACHOK, RUSSELL RHINE | I | PRES. /CEO & DIRECTOR | C | Control |
| DIACHOK, RUSSELL RHINE | I | PRES. /CEO & DIRECTOR | C | Control |
| MERCANTILE/COLORADO LLC | DE | STOCKHOLDER | B | |
| MERCANTILE/COLORADO LLC | DE | STOCKHOLDER | B | |
| MERCANTILE/COLORADO LLC | DE | STOCKHOLDER | B | |
| MERCANTILE/COLORADO LLC | DE | STOCKHOLDER | B | |
| MERCANTILE/COLORADO LLC | DE | STOCKHOLDER | B | |
| MERCANTILE/COLORADO LLC | DE | STOCKHOLDER | B | |
| MERCANTILE/COLORADO LLC | DE | STOCKHOLDER | B | |
| MERCANTILE/COLORADO LLC | DE | STOCKHOLDER | B | |
| MERCANTILE/COLORADO LLC | DE | STOCKHOLDER | B | |
| DIACHOK, RUSSELL RHINE | I | DIRECTOR | A | Control |
| DIACHOK, RUSSELL RHINE | I | DIRECTOR | A | Control |
| DIACHOK, RUSSELL RHINE | I | DIRECTOR | A | Control |
| DIACHOK, RUSSELL RHINE | I | DIRECTOR | A | Control |
| DIACHOK, RYAN WESLEY | I | CEO | A | Control |
| DIACHOK, RYAN WESLEY | I | CEO | A | Control |
| DIACHOK, RYAN WESLEY | I | CEO | A | Control |
| DIACHOK, RYAN WESLEY | I | CEO | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GWM HOLDINGS INC. | DE | GENEOS WEALTH MANAGEMENT, INC. | E | Control |
| GWM HOLDINGS INC. | DE | GENEOS WEALTH MANAGEMENT, INC. | E | Control |
| GWM HOLDINGS INC. | DE | GENEOS WEALTH MANAGEMENT, INC. | E | Control |
| DIACHOK, GEORGE THEODORE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, GEORGE THEODORE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, GEORGE THEODORE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, GEORGE THEODORE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, GEORGE THEODORE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, GEORGE THEODORE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, GEORGE THEODORE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, GEORGE THEODORE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, GEORGE THEODORE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, GEORGE THEODORE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, GEORGE THEODORE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, GEORGE THEODORE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, GEORGE THEODORE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, RUSSELL RHINE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, RUSSELL RHINE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, RUSSELL RHINE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, RUSSELL RHINE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, RUSSELL RHINE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, RUSSELL RHINE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, RUSSELL RHINE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, RUSSELL RHINE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, RUSSELL RHINE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, RUSSELL RHINE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, RUSSELL RHINE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, RUSSELL RHINE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, RUSSELL RHINE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, RUSSELL RHINE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, RUSSELL RHINE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, RUSSELL RHINE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, RUSSELL RHINE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, RUSSELL RHINE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, RUSSELL RHINE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, RUSSELL RHINE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, RUSSELL RHINE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, RUSSELL RHINE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, RUSSELL RHINE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, RUSSELL RHINE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, RUSSELL RHINE | I | GWM HOLDINGS, INC | C | Control |
| DIACHOK, RUSSELL RHINE | I | GWM HOLDINGS, INC | C | Control |
| GENEOS WEALTH ADVISORS LLC | DE | GWM HOLDINGS INC. | C | |
| GENTECH LLC | DE | GWM HOLDINGS LLC | C | |
| GWM ENTERPRISES LLC | DE | NONE | C | |
| MERCANTILE BANKSHARES CORPORATION | DE | MERCANTILE/COLORADO LLC | C | |
| MERCANTILE BANKSHARES CORPORATION | DE | MERCANTILE/COLORADO LLC | C | |
| MERCANTILE BANKSHARES CORPORATION | DE | MERCANTILE/COLORADO LLC | C | |
| MERCANTILE BANKSHARES CORPORATION | DE | MERCANTILE/COLORADO LLC | C | |
| MERCANTILE BANKSHARES CORPORATION | DE | MERCANTILE/COLORADO LLC | C | |
| MERCANTILE BANKSHARES CORPORATION | DE | MERCANTILE/COLORADO LLC | C | |
| MERCANTILE BANKSHARES CORPORATION | DE | MERCANTILE/COLORADO LLC | C | |
| MERCANTILE BANKSHARES CORPORATION | DE | MERCANTILE/COLORADO LLC | C | |
| MERCANTILE BANKSHARES CORPORATION | DE | MERCANTILE/COLORADO LLC | C | |
| MERCANTILE BANKSHARES CORPORATION | DE | MERCANTILE/COLORADO LLC | C |
Registrations
Federal
IA
Mar 14, 2025 REGISTERED
Notice Filings (51)
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Address
9635 MAROON CIRCLESUITE 100
ENGLEWOOD, CO 80112
United States
Phone: 303-785-8470