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80112
GENEOS WEALTH MANAGEMENT, INC.

GENEOS WEALTH MANAGEMENT, INC.

Headquarter

Company Details

Name:	GENEOS WEALTH MANAGEMENT, INC.
Jurisdiction:	Colorado
Legal type:	Domestic profit corporation
Status:	Good Standing
Date of registration:	12 Apr 2002 (23 years ago)
Entity Number:	20021093351
ZIP code:	80112
County:	Arapahoe County
Place of Formation:	COLORADO
Principal Address:	9635 Maroon Cir Ste 100 Englewood CO 80112 US

Links between entities

Type	Company Name	Company Number	State
Headquarter of	GENEOS WEALTH MANAGEMENT, INC., MISSISSIPPI	736796	MISSISSIPPI
Headquarter of	GENEOS WEALTH MANAGEMENT, INC., MINNESOTA	71a7772e-b8d4-e011-a886-001ec94ffe7f	MINNESOTA
Headquarter of	GENEOS WEALTH MANAGEMENT, INC., RHODE ISLAND	000125578	RHODE ISLAND
Headquarter of	GENEOS WEALTH MANAGEMENT, INC., ALASKA	98632	ALASKA
Headquarter of	GENEOS WEALTH MANAGEMENT, INC., ALABAMA	000-922-408	ALABAMA
Headquarter of	GENEOS WEALTH MANAGEMENT, INC., NEW YORK	2781589	NEW YORK
Headquarter of	GENEOS WEALTH MANAGEMENT, INC., FLORIDA	F02000003167	FLORIDA
Headquarter of	GENEOS WEALTH MANAGEMENT, INC., KENTUCKY	0564687	KENTUCKY
Headquarter of	GENEOS WEALTH MANAGEMENT, INC., CONNECTICUT	0718633	CONNECTICUT
Headquarter of	GENEOS WEALTH MANAGEMENT, INC., IDAHO	439950	IDAHO
Headquarter of	GENEOS WEALTH MANAGEMENT, INC., IDAHO	458975	IDAHO
Headquarter of	GENEOS WEALTH MANAGEMENT, INC., IDAHO	618001	IDAHO
Headquarter of	GENEOS WEALTH MANAGEMENT, INC., ILLINOIS	CORP_62320567	ILLINOIS

Central Index Key

CIK number

Mailing Address

Business Address

Phone

1173520

9635 MAROON CIRCLE, SUITE 100, ENGLEWOOD, CO, 80112

303-785-8470 X11

Filings since 2024-02-28

Form type	X-17A-5
File number	008-65357
Filing date	2024-02-28
Reporting date	2023-12-31
File	View File

Filings since 2023-02-22

Form type	X-17A-5
File number	008-65357
Filing date	2023-02-22
Reporting date	2022-12-31
File	View File

Filings since 2022-03-01

Form type	X-17A-5
File number	008-65357
Filing date	2022-03-01
Reporting date	2021-12-31
File	View File

Filings since 2022-03-01

Form type	FOCUSN
File number	008-65357
Filing date	2022-03-01
Reporting date	2021-12-31
File	View File

Filings since 2021-03-01

Form type	X-17A-5
File number	008-65357
Filing date	2021-03-01
Reporting date	2020-12-31
File	View File

Filings since 2021-03-01

Form type	FOCUSN
File number	008-65357
Filing date	2021-03-01
Reporting date	2020-12-31
File	View File

Filings since 2020-02-25

Form type	X-17A-5
File number	008-65357
Filing date	2020-02-25
Reporting date	2019-12-31
File	View File

Filings since 2019-02-25

Form type	FOCUSN
File number	008-65357
Filing date	2019-02-25
Reporting date	2018-12-31
File	View File

Filings since 2019-02-25

Form type	X-17A-5
File number	008-65357
Filing date	2019-02-25
Reporting date	2018-12-31
File	View File

Filings since 2018-02-28

Form type	X-17A-5
File number	008-65357
Filing date	2018-02-28
Reporting date	2017-12-31
File	View File

Filings since 2018-02-28

Form type	FOCUSN
File number	008-65357
Filing date	2018-02-28
Reporting date	2017-12-31
File	View File

Filings since 2017-02-28

Form type	FOCUSN
File number	008-65357
Filing date	2017-02-28
Reporting date	2016-12-31
File	View File

Filings since 2017-02-28

Form type	X-17A-5
File number	008-65357
Filing date	2017-02-28
Reporting date	2016-12-31
File	View File

Filings since 2016-03-04

Form type	FOCUSN/A
File number	008-65357
Filing date	2016-03-04
Reporting date	2015-12-31
File	View File

Filings since 2016-03-04

Form type	X-17A-5/A
File number	008-65357
Filing date	2016-03-04
Reporting date	2015-12-31
File	View File

Filings since 2016-02-25

Form type	X-17A-5
File number	008-65357
Filing date	2016-02-25
Reporting date	2015-12-31
File	View File

Filings since 2016-02-25

Form type	FOCUSN
File number	008-65357
Filing date	2016-02-25
Reporting date	2015-12-31
File	View File

Filings since 2015-03-02

Form type	FOCUSN
File number	008-65357
Filing date	2015-03-02
Reporting date	2014-12-31
File	View File

Filings since 2015-03-02

Form type	X-17A-5
File number	008-65357
Filing date	2015-03-02
Reporting date	2014-12-31
File	View File

Filings since 2014-03-04

Form type	FOCUSN
File number	008-65357
Filing date	2014-03-04
Reporting date	2013-12-31
File	View File

Filings since 2014-03-04

Form type	X-17A-5
File number	008-65357
Filing date	2014-03-04
Reporting date	2013-12-31
File	View File

Filings since 2013-02-27

Form type	FOCUSN
File number	008-65357
Filing date	2013-02-27
Reporting date	2012-12-31
File	View File

Filings since 2013-02-27

Form type	X-17A-5
File number	008-65357
Filing date	2013-02-27
Reporting date	2012-12-31
File	View File

Filings since 2012-02-27

Form type	X-17A-5
File number	008-65357
Filing date	2012-02-27
Reporting date	2011-12-31
File	View File

Filings since 2011-02-25

Form type	FOCUSN
File number	008-65357
Filing date	2011-02-25
Reporting date	2010-12-31
File	View File

Filings since 2011-02-25

Form type	X-17A-5
File number	008-65357
Filing date	2011-02-25
Reporting date	2010-12-31
File	View File

Filings since 2010-06-01

Form type	X-17A-5
File number	008-65357
Filing date	2010-06-01
Reporting date	2009-12-31
File	View File

Filings since 2010-02-25

Form type	FOCUSN
File number	008-65357
Filing date	2010-02-25
Reporting date	2009-12-31
File	View File

Filings since 2009-02-26

Form type	X-17A-5
File number	008-65357
Filing date	2009-02-26
Reporting date	2008-12-31
File	View File

Filings since 2008-02-27

Form type	X-17A-5
File number	008-65357
Filing date	2008-02-27
Reporting date	2007-12-31
File	View File

Filings since 2007-03-05

Form type	X-17A-5/A
File number	008-65357
Filing date	2007-03-05
Reporting date	2006-12-31
File	View File

Filings since 2007-02-27

Form type	X-17A-5
File number	008-65357
Filing date	2007-02-27
Reporting date	2006-12-31
File	View File

Filings since 2006-02-24

Form type	X-17A-5
File number	008-65357
Filing date	2006-02-24
Reporting date	2005-12-31
File	View File

Filings since 2005-02-28

Form type	X-17A-5
File number	008-65357
Filing date	2005-02-28
Reporting date	2004-12-31
File	View File

Filings since 2004-02-25

Form type	X-17A-5
File number	008-65357
Filing date	2004-02-25
Reporting date	2003-12-31
File	View File

Filings since 2003-02-25

Form type	X-17A-5
File number	008-65357
Filing date	2003-02-25
Reporting date	2002-12-31
File	View File

form 5500

Plan Name

Plan Year

EIN/PN

Received

Sponsor

Total number of participants

GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN

2023

020580939

2024-07-07

GENEOS WEALTH MANAGEMENT, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2003-01-01
Business code	523120
Sponsor’s telephone number	3037858470
Plan sponsor’s address	9055 E. MINERAL CIRCLE, SUITE 200, CENTENNIAL, CO, 80112

Signature of

Role	Plan administrator
Date	2024-07-07
Name of individual signing	RAY OLSON
Valid signature	Filed with authorized/valid electronic signature

GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN

2022

020580939

2023-09-07

GENEOS WEALTH MANAGEMENT, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2003-01-01
Business code	523120
Sponsor’s telephone number	3037858470
Plan sponsor’s address	9055 E. MINERAL CIRCLE, SUITE 200, CENTENNIAL, CO, 80112

Signature of

Role	Plan administrator
Date	2023-09-07
Name of individual signing	RAY OLSON
Valid signature	Filed with authorized/valid electronic signature

GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN

2021

020580939

2022-10-13

GENEOS WEALTH MANAGEMENT, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2003-01-01
Business code	523120
Sponsor’s telephone number	3037858470
Plan sponsor’s address	9055 E. MINERAL CIRCLE, SUITE 200, CENTENNIAL, CO, 80112

Signature of

Role	Plan administrator
Date	2022-10-13
Name of individual signing	RAY OLSON
Valid signature	Filed with authorized/valid electronic signature

GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN

2020

020580939

2021-06-25

GENEOS WEALTH MANAGEMENT, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2003-01-01
Business code	523120
Sponsor’s telephone number	3037858470
Plan sponsor’s address	9055 E. MINERAL CIRCLE, SUITE 200, CENTENNIAL, CO, 80112

Signature of

Role	Plan administrator
Date	2021-06-25
Name of individual signing	RAY OLSON
Valid signature	Filed with authorized/valid electronic signature

GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN

2019

020580939

2020-08-03

GENEOS WEALTH MANAGEMENT, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2003-01-01
Business code	523120
Sponsor’s telephone number	3037858470
Plan sponsor’s address	9055 E. MINERAL CIRCLE, SUITE 200, CENTENNIAL, CO, 80112

Signature of

Role	Plan administrator
Date	2020-08-03
Name of individual signing	RUSSELL DIACHOK
Valid signature	Filed with authorized/valid electronic signature

GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN

2018

020580939

2019-09-09

GENEOS WEALTH MANAGEMENT, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2003-01-01
Business code	523120
Sponsor’s telephone number	3037858470
Plan sponsor’s address	9055 E. MINERAL CIRCLE, SUITE 200, CENTENNIAL, CO, 80112

Signature of

Role	Plan administrator
Date	2019-09-09
Name of individual signing	RUSSELL DIACHOK
Valid signature	Filed with authorized/valid electronic signature

GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN

2017

020580939

2018-07-11

GENEOS WEALTH MANAGEMENT, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2003-01-01
Business code	523120
Sponsor’s telephone number	3037858470
Plan sponsor’s address	9055 E. MINERAL CIRCLE, SUITE 200, CENTENNIAL, CO, 80112

Signature of

Role	Plan administrator
Date	2018-07-11
Name of individual signing	RUSSELL DIACHOK
Valid signature	Filed with authorized/valid electronic signature

GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN

2016

020580939

2017-07-19

GENEOS WEALTH MANAGEMENT, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2003-01-01
Business code	523120
Sponsor’s telephone number	3037858470
Plan sponsor’s address	7100 E. BELLEVIEW AVENUE, SUITE 300, GREENWOOD VILLAGE, CO, 80111

Plan administrator’s name and address

Administrator’s EIN	020580939
Plan administrator’s name	GENEOS WEALTH MANAGEMENT, INC.
Plan administrator’s address	9055 E. MINERAL CIRCLE, SUITE 200, CENTENNIAL, CO, 80112
Administrator’s telephone number	3037858470

Signature of

Role	Plan administrator
Date	2017-07-19
Name of individual signing	RUSSELL DIACHOK
Valid signature	Filed with authorized/valid electronic signature

GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN

2015

020580939

2016-09-08

GENEOS WEALTH MANAGEMENT, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2003-01-01
Business code	523120
Sponsor’s telephone number	3037858470
Plan sponsor’s address	7100 E. BELLEVIEW AVENUE, SUITE 300, GREENWOOD VILLAGE, CO, 80111

Plan administrator’s name and address

Administrator’s EIN	020580939
Plan administrator’s name	GENEOS WEALTH MANAGEMENT, INC.
Plan administrator’s address	9055 E. MINERAL CIRCLE, SUITE 200, CENTENNIAL, CO, 80112
Administrator’s telephone number	3037858470

Signature of

Role	Plan administrator
Date	2016-09-08
Name of individual signing	RUSSELL DIACHOK
Valid signature	Filed with authorized/valid electronic signature

GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN

2014

020580939

2015-07-24

GENEOS WEALTH MANAGEMENT, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2003-01-01
Business code	523120
Sponsor’s telephone number	3037858470
Plan sponsor’s address	7100 E. BELLEVIEW AVENUE, SUITE 300, GREENWOOD VILLAGE, CO, 80111

Plan administrator’s name and address

Administrator’s EIN	020580939
Plan administrator’s name	GENEOS WEALTH MANAGEMENT, INC.
Plan administrator’s address	9055 E. MINERAL CIRCLE, SUITE 200, CENTENNIAL, CO, 80112
Administrator’s telephone number	3037858470

Signature of

Role	Plan administrator
Date	2015-07-24
Name of individual signing	RUSSELL DIACHOK
Valid signature	Filed with authorized/valid electronic signature

Agent

Name	Role	Address
Ray C Olson	Agent	9635 Maroon Cir Ste 100 Englewood CO 80112 US

Transaction History

Transaction ID	Type	Date	Effective date	Name	Comment
20241359040	File Report	2024-03-27	2024-03-27	No data	Principal address changed, Change in registered agent information
20231671460	File Report	2023-06-26	2023-06-26	No data	Principal address changed, Change in registered agent information
20221416125	File Report	2022-04-25	2022-04-25	No data	No data
20211540908	File Report	2021-06-09	2021-06-09	No data	No data
20201547815	File Report	2020-06-24	2020-06-24	No data	No data
20191680723	File Report	2019-08-26	2019-08-26	No data	No data
20181526153	File Report	2018-07-01	2018-07-01	No data	No data
20171351340	File Report	2017-05-04	2017-05-04	No data	No data
20161450845	File Report	2016-06-30	2016-06-30	No data	Change of Registered Agent
20151142798	File Report	2015-02-26	2015-02-26	No data	Change of Registered Agent Address

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

GENEOS WEALTH MANAGEMENT, INC.

Company Details

Links between entities

Central Index Key

form 5500

Agent

Transaction History

Related by officers

Related by address