Geneos Wealth Management, Inc.

Overview

Geneos Wealth Management, Inc. is a Broker Dealer and registered investment adviser based in Englewood, CO, registered since 2002. It reports $9.2B in assets under management across 33,378 accounts, with 200 employees. Its 268 registered representatives work across 115 branch offices in 33 states.

Reported AUM

$9.2B

Discretionary

100%

Accounts

33,378

Average account

$276K

Employees

200

Registered reps

268

Branch offices

115

Registered since

2002

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Investment Advisory Services
• Kiosk Activities - Bank
• Limited Partnerships Primary Distributions
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Oil & Gas Partnerships
• Options
• 4 more

Executive officers 3 of 7

• Ryan Wesley Diachok Chief Executive Officer CRD 4047236
• Jodee May Brubaker-rager President, Chief Compliance Officer CRD 1888958
• Dean Allen Rager Chief Operating Officer, Chief Advisory Compliance Officer CRD 2852133

4 more executive officers, with direct contact details

Registered reps 3 of 268

• Matthew Paul Adrian Registered Rep · Investment Adviser Rep CRD 4461417
• James J Alberts Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2768576
• John C Anderson Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2602329

265 more registered reps, with emails, phones and branch locations

Location

Headquarters

9635 Maroon Cir Ste 200
Englewood, CO 80112

County

Douglas

Metro area

Denver-Aurora-Lakewood, CO

Region

West

Branch offices

115 in 33 states, including Denver, CO, Knoxville, TN and Casper, WY

Registrations

• SEC registered, corporation formed in Colorado
• Registered in 53 jurisdictions
• Website: geneoswealth.com

Every state, with registration dates

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