Geneos Wealth Management, Inc.

Pennsylvania
Registered In
06/21/2002
Incorp. Date
Foreign
Registration Type
Colorado
Foreign Jurisdiction

Company Summary

Geneos Wealth Management, Inc. at Corporation Service Company lists Jodee Brubakerrager and Dean A Rager of Centennial, CO as associates.

Registered In
Pennsylvania
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Colorado
Company Type
Foreign Business Corporation
Status
Active
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Jodee Brubakerrager President
2009055 E MINERAL CIR, CENTENNIAL, CO 80112
Dean A Rager Vice President
2009055 E MINERAL CIR, CENTENNIAL, CO 80112
George Diachok Secretary
2009055 E MINERAL CIR, CENTENNIAL, CO 80112
Michael I Riordan Treasurer
2009055 E MINERAL CIR, CENTENNIAL, CO 80112
Corporation Service Company View Map

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.
Related Business Names:
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 New Mexico
Centennial, CO Santa Fe, NM View Report
Geneos Wealth Management, Inc. Registered in Oregon
Centennial, CO Wilmington, DE View Report
Geneos Wealth Management, Inc. Registered in Massachusetts
Englewood, CO Centennial, CO View Report
Geneos Wealth Management, Inc. Registered in Connecticut
Centennial, CO View Report
Geneos Wealth Management, Inc. Registered in North Dakota
Bismarck, ND Centennial, CO View Report
Geneos Wealth Management, Inc. Registered in Wyoming
Centennial, CO Cheyenne, WY View Report
Geneos Wealth Management, Inc. Registered in Nevada
Centennial, CO View Report
Geneos Wealth Management, Inc Registered in Utah
Centennial, CO Salt Lake City, UT View Report
Geneos Wealth Management, Inc. Registered in Montana
Centennial, CO Helena, MT View Report
Geneos Wealth Management, Inc. Registered in North Carolina
Englewood, CO Raleigh, NC (1 more) View Report
Geneos Wealth Management, Inc. Registered in Missouri
Centennial, CO View Report
Geneos Wealth Management, Inc. Registered in Colorado
Englewood, CO Centennial, CO View Report
Geneos Wealth Management, Inc. Registered in Maine
Augusta, ME Centennial, CO View Report
Geneos Wealth Management, Inc. Registered in Idaho
Centennial, CO Denver, CO View Report
Geneos Wealth Management, Inc. Registered in Wisconsin
Madison, WI View Report
Geneos Wealth Management, Inc. Registered in Georgia
Denver, CO Highlands Ranch, CO View Report
Person/City Match:Dean A Rager - Centennial, CO
Geneos Wealth Management, Inc. Registered in Texas
Austin, TX Denver, CO View Report
Person/City Match:George Diachok - Centennial, CO
Geneos Wealth Management, Inc. Registered in West Virginia
Centennial, CO Charleston, WV (1 more) View Report

The following government agencies have contributed data:

Pennsylvania Department of State U.S. Department of Labor U.S. Small Business Administration
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