CEO · Geneos Wealth Management, Inc.
Ryan Wesley Diachok
CRD 4047236 · Named on Form ADV at one SEC-registered adviser
At a glance
Geneos Wealth Management, Inc., an SEC-registered broker-dealer firm based in Englewood, CO with $9.2 billion in regulatory assets, lists Ryan Wesley Diachok on its Form ADV as CEO, a control person.
Firms and roles
- Geneos Wealth Management, Inc.CEOBroker-dealer firm · Englewood, CO · $9.2B in regulatory assets
AtlasMembers
Ryan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Russell Rhine DiachokDirector, Geneos Wealth Management, Inc.
- Raymond Corey OlsonCFO, Geneos Wealth Management, Inc.
- Jodee May Brubaker-RagerPresident & Chief Compliance Officer, Geneos Wealth Management, Inc.
- Dean Allen RagerChief Operating Officer & Chief Advisory Compliance Officer, Geneos Wealth Management, Inc.
- Jeffrey Wright HelmsDirector, Geneos Wealth Management, Inc.
1 more person named with Ryan on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.