GEOWEALTH MANAGEMENT LLC

RIASEC RegisteredEst. 2010
Total AUM
$17.6B
Discretionary
$6.8B
39% of AUM
Avg account
$211K
Accounts
83,125
Employees
88
Advisory reps
21

Firm details

Headquarters
CHICAGO, Illinois
CRD number
148222
Registered since
February 25, 2010
Website
geowealth.com
Custodians
CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals55.27%
  • HNWI39.85%
  • Pension & Profit Sharing Plans2.48%
  • Corporations / Businesses2.22%
  • Charitable Organizations0.18%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Geowealth Management LLC is an SEC-registered registered investment adviser formed as an LLC and active since 2010. The firm serves individuals, families and institutional clients, delivering portfolio management for individuals, small businesses and institutions while also producing periodicals and running educational seminars and workshops. Its client billing mixes percentage-of-AUM fees with fixed-fee arrangements. The firm’s publicly reported activity emphasizes use of public funds and mutual funds alongside a programmatic allocation to alternative strategies and annuities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 70%, Exchange Traded Equities 19%, State & Local Bonds 4%, Cash & Cash Equivalents 4%, Investment Grade Corp Bonds 2%, US Government Bonds 1%70%
  • Public Funds/Mutual Funds70%
  • Exchange Traded Equities19%
  • State & Local Bonds4%
  • Cash & Cash Equivalents4%
  • Investment Grade Corp Bonds2%

Owners & executives

3 of 3

  • KAREN GARCIA

    Chief Operating OfficerCRD 1797312

  • JOHN HANNAH

    EVP & Chief Operating OfficerCRD 5898620

  • COLIN FALLS

    Chief Executive OfficerCRD 5742290

Contacts

3 of 18

  • ROBERT GEE

    Senior Portfolio ManagerCRD 6157332

  • Malcolm MacKillop

    DirectorCRD 6659267

  • Lindsey Repp

    Client Portfolio ManagerCRD 6226548

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 508

Active vs passive

$2.5B in ETFs

Passive

67%

$1.7B

Active

31%

$830M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE UNIVERSAL USD BOND ETF (IUSB)BlackRockPassiveIntermediate Core Plus Bond$215M4,664,2938.49%
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Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
444 N Michigan Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth