Geneos Wealth Management, Inc.

Registered In: Massachusetts
Incorporation Date: 06/21/2002
Registration Type: Foreign
Foreign Jurisdiction: Colorado
Company Type: Foreign Corporation
Status: Active
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Corporation Service Company Registered Agent	84 STATE ST, BOSTON, MA 02109
Jeffrey Helms Director
Russell Diachok Director
Ryan Diachok CEO, DIRECTOR
Dean Rager DIRECTOR, COO
Jodee Brubaker-Rager PRESIDENT, CCO
Ray Olson SECRETARY, TREASURER

9635 MAROON CIR STE 100, ENGLEWOOD, CO 80112 View Map

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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. Registered in New Jersey		View Report
Geneos Wealth Management, Inc. Registered in New York	Centennial, CO	View Report
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Address Match:9635 Maroon Cir Ste 100 Englewood, CO

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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration

Geneos Wealth Management, Inc.

Company Summary

Financial Information for Geneos Wealth Management, Inc.

GENEOS WEALTH MANAGEMENT, INC.

GENEOS WEALTH MANAGEMENT, INC.