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CFA
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CFA

Wesley Strode

Geneos Wealth Management, INC.
19 Years of Experience
Englewood, CO
Broker
View SEC Summary
View SEC Summary

Wesley Strode is a CFA-designated registered investment advisor at Geneos Wealth Management, INC., based in Englewood, CO, with 19 years of industry experience. Wesley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 21,668 clients with $9.2B in assets under management.

Geneos Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
21,668 clients
Average Client Portfolio
$425K average
Assets Under Management
$9.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual management fees are negotiated between you and your representative, ranging from 0.00% to 2.50%. The firm specifies a minimum account fee floor of 0.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9635 Maroon Circle, Suite 100, Englewood, CO, 80112

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Wesley owns and operates ATMs and storage units through SBM Enterprises LLC. He also owns S Lazy R Ranch.

Employment History
Current Registrations
Geneos Wealth Management, INC.
February 2012 - Present · 14 yrs 8 mos
Geneos Wealth Management, INC.Broker
February 2012 - Present · 14 yrs 8 mos
Previous Registrations
Portfolio Design Advisors, INC.
January 2017 - July 2024 · 7 yrs 6 mos
Portfolio Design Advisors, INC.
March 2012 - December 2016 · 4 yrs 9 mos
Advised Assets Group, LLC
September 2011 - February 2012 · 5 mos
Old Mutual Investment PartnersBroker
October 2006 - July 2011 · 4 yrs 9 mos
State Registrations1 state
CO
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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