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  2. Geneos Wealth Management, Inc.

Filings through Oct 24, 2026.

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Geneos Wealth Management, Inc.

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

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN

401(k)

Assets$17.6M
Participants58
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN401(k)$17.6M582025
  • GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN$17.6M
    #001 · 401(k) · 202558
Retirement plans
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