Geneos Wealth Management, Inc.
New Mexico
Registered In
06/25/2002
Incorp. Date
Foreign
Registration Type
Colorado
Foreign Jurisdiction
Company Summary
Geneos Wealth Management, Inc. at 123 E Marcy ST STE 101, Santa Fe, Nm 87501 lists Dean Rager and Ray Olson as associates.
- Registered In
- New Mexico
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Colorado
- Company Type
- Foreign Profit Corporation
- Status
- Active
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Corporation Service Company
Registered Agent
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1 726 E MICHIGAN DR STE 101, HOBBS, NM 88240
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Dean Rager
Vice President
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Ray Olson
Secretary
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Ray Olson
Treasurer
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Russell Diachok
Director
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Ryan Diachok
Director
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Dean Riger
Director
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Jeffrey Helms
Director
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Jodee Brubaker-Rager
Chief Compliance Officer
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123 E MARCY ST STE 101, SANTA FE, NM 87501
View Map
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9055 E MINERAL CIR STE 2200, CENTENNIAL, CO 80112
(Mailing)
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.
Address Match:123 E Marcy St Ste 101 Santa Fe, NM
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Related Business Names:
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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 | |
|
Geneos Wealth Management, Inc.
Registered in Iowa
|
Des Moines, IA | View Report | |
|
Geneos Wealth Management, Inc.
Registered in Oregon
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Centennial, CO Wilmington, DE | View Report | |
|
Geneos Wealth Management, Inc.
Registered in Massachusetts
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Englewood, CO Centennial, CO | View Report | |
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Geneos Wealth Management, Inc.
Registered in Connecticut
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Centennial, CO | View Report | |
|
Geneos Wealth Management, Inc.
Registered in North Dakota
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Bismarck, ND Centennial, CO | View Report | |
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Geneos Wealth Management, Inc.
Registered in Pennsylvania
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Centennial, CO | View Report | |
|
Geneos Wealth Management, Inc.
Registered in Wyoming
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Centennial, CO Cheyenne, WY | View Report | |
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Geneos Wealth Management, Inc.
Registered in Nevada
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Centennial, CO | View Report | |
|
Geneos Wealth Management, Inc
Registered in Utah
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Centennial, CO Salt Lake City, UT | View Report | |
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Geneos Wealth Management, Inc.
Registered in Montana
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Centennial, CO Helena, MT | View Report | |
|
Geneos Wealth Management, Inc.
Registered in North Carolina
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Englewood, CO Raleigh, NC (1 more) | View Report | |
|
Geneos Wealth Management, Inc.
Registered in Missouri
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Centennial, CO | View Report | |
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Geneos Wealth Management, Inc.
Registered in Colorado
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Englewood, CO Centennial, CO | View Report | |
|
Geneos Wealth Management, Inc.
Registered in Maine
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Augusta, ME Centennial, CO | View Report | |
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Geneos Wealth Management, Inc.
Registered in Idaho
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Centennial, CO Denver, CO | View Report | |
|
Geneos Wealth Management, Inc.
Registered in Wisconsin
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Madison, WI | View Report | |
|
Geneos Wealth Management, Inc.
Registered in Georgia
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Denver, CO Highlands Ranch, CO | View Report |
The following government agencies have contributed data:
New Mexico Secretary of State U.S. Department of Labor U.S. Small Business Administration
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