Geowealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 24, 2026, reports $17.6B in regulatory assets under management, 88 employees, 1 office, and 83,125 accounts.
Assets Under Management
$17.6B
Employees
88
Offices
1 office
Total Clients
51,018
Primary office
CHICAGO, IL
444 N. MICHIGAN AVENUE, SUITE 3150, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 19, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.5% of total clients.
Top client categories% of clientsClients
1
Individuals
93.5%
47,696
2
HNWI
5.3%
2,729
3
Pension Plans
0.6%
285
4
Corporations
0.5%
275
5
Charitable
0.1%
33
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$17.6Bas of March 24, 2026
Discretionary38.7%
$6.8B
39% of total RAUM38.7%
Non-discretionary61.3%
$10.8B
61% of total RAUM61.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$17.6B
Total Accounts83,125
10Y AUM Change+$17.1B (+3726.6%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees88
Clients per Employee580:1
10Y Employee Change+72 (+450.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.