Full text of GENEOS WEALTH MANAGEMENT, INC.'s X-17A-5 filed 2026-03-30 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ ### **REPORT PURSUANT TO RULE 17a-5(d)** #### **YEAR ENDED DECEMBER 31, 2025** The report is filed in accordance with Rule l 7a-5(e)(3) under the Securities Exchange Act of 1934 as a **PUBLIC DOCUMENT.** {1}------------------------------------------------ | | UNITED STATES<br>SECURITIES AND EXCHANGE COMMISSION<br>Washington, D.C. 20549<br>ANNUAL REPORTS<br>FORM X-17A-5<br>.<br>. .<br>.c,zl~ARI""lll.,,"'''~'·''""'""'"'·'"•""'~'''.''""i"'•"'''"'' h ,,.,, •<br>§f,, __ .··r1J;.,~:t1 :li~.i\;~~.<br>fi<br>:.'ld ·~q<br>\<br>fACING PAGE ,: | .<br>. :) ~<br>li<br>~3/~ti><br>~f | 0MB APPROVAL<br>0MB Number: 3235--0123<br>Expires: Nov. 30, 2026<br>Estimated average burden<br>hours per response: 12<br>SEC FILE NUMBER<br>8-65357<br>H | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------| | •<br>Information Required Pursuant to Rules 17a-S~rI::~11t~~~.:~•~:}~2~~\l:~~!t!At~1!1~~151fS Exchange Act of 1934<br>FILING FOR THE PERIOD BEGINNING O 1/01JL5~'"'"~,;•,~•~,,~,;~~~~,;·~~,t~v;'f2/31 /45 | ,.-·. C . /;?: fl ~i f:, f 71 ··:: ~ .,(l i ·,,. t r ' .;'· /1<br>_ .<br>j t | ,. ~)>! | | | | MM/DD/YY | | ·,. MM/QD/YY | | | A. REGISTRANT IDENTIFICATION | | | | NAME oF FIRM: Geneos Wealth Managment, Inc. | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>[!] Broker-dealer<br>D Check here if respondent is also an OTC derivatives dealer | □ Security-based swap dealer | | □ Major security-based swap participant | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.)<br>9635 Maroon Cir Suite 100 | | | | | | (No. andStreet) | | | | Englewood | co | | 80112 | | {City) | (State) | | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | Ray Olson | (303)785-8470 | rolson@geneoswealth.com | | | {Name} | {Area Code-Telephone Number} | | (Email Address) | | | B. ACCOUNTANT IDENTIFICA…Read the full text as markdown