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Geowealth Management LLC

● SEC registered since 2010CRD 148222SEC# 801-71114Chicago, IL
Export (members)
Reg. AUM
$13.61B
Employees
60
Accounts
77,019
Location
Chicago, IL

Geowealth Management LLC assets under management

Geowealth Management LLC operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2010. It reports $13.6 billion in regulatory assets under management and employs 60 people.
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Geowealth Management LLC owners & executives

12 reported
NameTitleOwnershipSince
Bethany L. Riesenberg ControlSenior Vice President, FinanceUnder 5%2024
Colin James Falls ControlCeoUnder 5%2013
Evan Cory Lieberman ControlSenior Vice President, Chief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does Geowealth Management LLC manage?

Geowealth Management LLC reports $13.6 billion in regulatory assets under management on its Form ADV.

How many employees does Geowealth Management LLC have?

Geowealth Management LLC reports 60 employees.

Where is Geowealth Management LLC located?

Geowealth Management LLC is based in Chicago, IL and has been SEC-registered since 2010.

Does Geowealth Management LLC disclose fund performance?

Geowealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address444 N. Michigan Avenue, Suite 3150, Chicago, IL 60611
Phone(312) 219-9160
Office hours8:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1593387
Discloses disciplinary historyNo

Assets under management

Discretionary$4.78B
Non-discretionary$8.83B
Total (RAUM)$13.61B