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- Custodian
- Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2002
- Office Locations
- 114
Office Locations
About Geneos Wealth Management, Inc.
Geneos Wealth Management is a broker-dealer/RIA partner for independent advisory firms and wealth managers, offering responsive home-office support, advisor community, and growth-focused technology. Advisors can keep their own RIA or register under Geneos’ RIA, with custody flexibility including Pershing and Fidelity/NFS. Geneos also provides succession and acquisition options and supports ETF and mutual-fund portfolio implementation. Seven-time Broker-Dealer of the Year (Investment Advisor).
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JODEE MAY BRUBAKER-RAGER
Chief Compliance Officer, President
- CRD
- #1888958
- Ownership
- Less than 5%
RUSSELL RHINE DIACHOK
Broker, DIRECTOR
- CRD
- #1049804
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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MATTHEW PAUL ADRIAN
Financial Consultant
- CRD
- #4461417
JAMES JULE ALBERTS
President
- CRD
- #2768576
Showing 2 of 269 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,212,991,461 | $276,061 |
| Non-Discretionary | $4,171,577 | $834,315 |
| Total | $9,217,163,038 | $276,145 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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