Geneos Wealth Management, Inc.
Arizona
Registered In
06/27/2002
Incorp. Date
Foreign
Registration Type
Colorado
Foreign Jurisdiction
Company Summary
Geneos Wealth Management, Inc. at 8825 N 23rd Ave STE 100, Phoenix, Az 85021 lists Jodee Brubaker-Rager and Russell Diachok of Centennial, CO as associates.
Overview
Registered In
Arizona
Incorporation Date
Company Type
Foreign For-Profit (Business) Corporation
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Colorado
Search Other Resources
People
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Corporation Service Company
Registered Agent
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8825 N 23RD AVE STE 100, PHOENIX, AZ 85021
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Jodee Brubaker-Rager
President
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9055 E MINERAL CIR STE 200, CENTENNIAL, CO 80112
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Russell Diachok
Director
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9055 E MINERAL CIR STE 200, CENTENNIAL, CO 80112
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Jeffrey Helms
Director
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9055 E MINERAL CIR STE 200, CENTENNIAL, CO 80112
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Dean Rager
Director
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9055 E MINERAL CIR STE 200, CENTENNIAL, CO 80112
(View Past Addresses)
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Ryan Diachok
Director
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9055 E MINERAL CIR STE 200, CENTENNIAL, CO 80112
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Ray Olson
Secretary
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9055 E MINERAL CIR STE 200, CENTENNIAL, CO 80112
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Ray Olson
Treasurer
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9055 E MINERAL CIR STE 200, CENTENNIAL, CO 80112
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Showing current associates only (8 of 10 total associates). Create a free account to see the full associate history
Map & Locations
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8825 N 23RD AVE STE 100, PHOENIX, AZ 85021
View Map
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9055 E MINERAL CIR STE 200, CENTENNIAL, CO 80112
View Map
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Financials
Financial Information for Geneos Wealth Management, Inc.
Form 5500
GENEOS WEALTH MANAGEMENT, INC.
9055 E. Mineral Circle, Suite 200, Centennial, Co 80112 (303) 785-8470 EIN:02-0580939 Plan Admin:Ray Olson| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameGENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY60 / 57 Assets BOY/EOY$10,368,414 / $12,232,453 | 2023 | GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001 | 60 / 57 | $10,368,414 / $12,232,453 |
| 2022 | Plan NameGENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY60 / 60 Assets BOY/EOY$11,603,660 / $10,368,414 | 2022 | GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001 | 60 / 60 | $11,603,660 / $10,368,414 |
| 2021 | Plan NameGENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY60 / 60 Assets BOY/EOY$10,983,050 / $11,603,660 | 2021 | GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001 | 60 / 60 | $10,983,050 / $11,603,660 |
| 2020 | Plan NameGENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY62 / 60 Assets BOY/EOY$9,143,904 / $10,983,050 | 2020 | GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001 | 62 / 60 | $9,143,904 / $10,983,050 |
| 2019 | Plan NameGENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY64 / 62 Assets BOY/EOY$8,834,169 / $9,143,904 | 2019 | GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001 | 64 / 62 | $8,834,169 / $9,143,904 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
GENEOS WEALTH MANAGEMENT, INC.
9055 E Mineral Circle, Suite 200, Centennial, CO 80112| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/11/2020 | Approved$750,900 Forgiven$756,105 LenderLive Oak Banking Company Jobs40 | 04/11/2020 | $750,900 | $756,105 | Live Oak Banking Company | 40 |
PPP Loans based on Paycheck Protection Program.
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Geneos Wealth Management, Inc.
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Geneos Wealth Management, Inc.
Registered in Connecticut
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Centennial, CO | View Report | |
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Geneos Wealth Management, Inc.
Registered in Pennsylvania
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Registered in Wyoming
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Centennial, CO Cheyenne, WY | View Report | |
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Registered in Nevada
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Centennial, CO | View Report | |
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Registered in Utah
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Centennial, CO Salt Lake City, UT | View Report | |
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Centennial, CO Helena, MT | View Report | |
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Englewood, CO Raleigh, NC (1 more) | View Report | |
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Registered in Missouri
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Centennial, CO | View Report | |
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Centennial, CO | View Report | |
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Registered in Florida
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Centennial, CO | View Report | |
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Registered in California
|
Centennial, CO | View Report | |
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Sources
The following government agencies have contributed data:
• Arizona Corporation Commission • U.S. Department of Labor • U.S. Small Business Administration
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