Geowealth Management LLC
Chicago, IL·SEC-registered · CRD #148222
Geowealth Management LLC is an SEC-registered investment advisory firm in Chicago, IL managing $18B across 134k client accounts, with 20 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$18B
Client accounts
134k
Advisory staff
20
Fee model
Fee-based
How Geowealth Management LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Geowealth Management LLC
How much does Geowealth Management LLC manage?
Per its most recent SEC Form ADV filing (03/24/2026), Geowealth Management LLC reports $18B in regulatory assets under management across roughly 134k client accounts.
How does Geowealth Management LLC charge?
Geowealth Management LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Geowealth Management LLC a fiduciary?
Yes. Geowealth Management LLC is registered with the U.S. Securities and Exchange Commission (CRD #148222), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Geowealth Management LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Geowealth Management LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Geowealth Management LLC's public SEC Form ADV filing (CRD #148222, filed 03/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Geowealth Management LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Geowealth Management LLC? Claim this profile.