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GEOWEALTH MANAGEMENT LLC

CHICAGO, IL · CRD 148222 · IAPD ↗ · (312) 219-9160

$17.57BRegulatory AUM
20Advisory reps
88Employees
0Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — GEOWEALTH MANAGEMENT LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — GEOWEALTH MANAGEMENT LLC reported RAUM up 29% ($13.61B -> $17.57B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2026 — GEOWEALTH MANAGEMENT LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
72
April 2024 — GEOWEALTH MANAGEMENT LLC reported RAUM up 63% ($7.55B -> $12.33B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
76
April 2024 — GEOWEALTH MANAGEMENT LLC grew from 14 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.