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  2. GENEOS WEALTH MANAGEMENT, INC.
Sponsor portfolioTH

GENEOS WEALTH MANAGEMENT, INC.

EIN 02-0580939-financial services-Latest filing 2025
Plans
1
Retirement
1
$17.6M assets
Welfare
0
Participants
58
9635 MAROON CIRCLE, SUITE 100 - ENGLEWOOD, CO 80112303-785-8470geneoswealth.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$17.6M - 58 part

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Retirement#001

GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN

401k

Assets$17.6M
Participants58
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN401k$17.6M582025
Retirement plans
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