RIA Intel›Advisers›Illinois›GEOWEALTH MANAGEMENT LLC

GEOWEALTH MANAGEMENT LLC

Advisory

N·CHICAGO, IL

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM

$17.6B

1-Year AUM Growth

+10.4%

3-Year CAGR

+19.9%

Employees

20

Assets Under Management

Total AUM$17.6B

Discretionary AUM$6.8B

Non-Discretionary AUM$10.8B

Discretionary %38.7%

Total Clients50,134

Team

Total Employees20

Investment Advisers88

Employee Growth (1Y)+35.7%

Filing History

Total Filings on Record34

First FilingJun 25, 2009

Latest FilingMar 24, 2026

🔒 Full AUM trend chart and 34 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GEOWEALTH MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.