GEOWEALTH MANAGEMENT LLC

CRD 148222File 801-71114

APPROVED

Retail clients

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$17.57B

Top 10% of cohort (national)

Discretionary AUM

$6.80B

Non-discretionary $10.77B

Clients

51,018

83,125 accounts

Employees

Top 10% of cohort in IL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Feb 25, 2010
Principal office: 444 N. MICHIGAN AVENUE, SUITE 3150, CHICAGO, IL, 60611
Phone: (312) 219-9160
Website: https://twitter.com/geowealthtech

Assets & accounts

ADV Item 5F

Total regulatory AUM: $17.57B
Discretionary AUM: $6.80B
Non-discretionary AUM: $10.77B
Discretionary accounts: 32,617
Non-discretionary accounts: 50,508
Total accounts: 83,125
AUM per client: $344K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	275	$389.6M
Charitable organizations	33	$32.2M
High net worth individuals	2,729	$7.00B
Pension and profit sharing plans	285	$435.9M
Individuals (other than high net worth individuals)	47,696	$9.71B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
Publications
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.