GEOWEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$17,574,540,779
Discretionary
$6,801,062,140
Non-discretionary
$10,773,478,639
Firm details
- CRD number
- 148222
- SEC file number
- 801-71114
- Main office
- CHICAGO, IL, United States
- Employees
- 88
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.