GEOWEALTH MANAGEMENT LLC

CRD 148222 · SEC 801-71114

Visit website

444 N. MICHIGAN AVENUE, SUITE 3150, CHICAGO, IL, 60611, United States

Phone

(312) 219-9160

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$17.57B

Discretionary AUM

$6.80B

Team

88 total employees; 20 advisory reps

Clients

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Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)Publication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	47696	$9.71B
High net worth individuals	2729	$7.00B
Pension/profit sharing plans	285	$435.9M
Charitable organizations	33	$32.2M
Corporations/business entities	275	$389.6M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD