GEOWEALTH MANAGEMENT LLC

CRD 148222File 801-71114

APPROVED

Retail clients

Filing as of Mar 24, 2026

Feed vintage Oct 1, 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://geowealth.com

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	Change
Apr 1, 2026	Employees	60	88	increased by28
Apr 1, 2026	Clients	50,134	51,018	increased by884
Apr 1, 2026	AUM	$13,610,973,546	$17,574,540,779	increased by$3,963,567,233
Apr 1, 2026	Accounts	77,019	83,125	increased by6,106
May 1, 2025 vs Oct 1, 2022	Employees	39	60	increased by21
May 1, 2025 vs Oct 1, 2022	Clients	33,855	50,134	increased by16,279
May 1, 2025 vs Oct 1, 2022	AUM	$7,890,104,114	$13,610,973,546	increased by$5,720,869,432
May 1, 2025 vs Oct 1, 2022	Accounts	50,877	77,019	increased by26,142
Apr 1, 2022	Employees	32	39	increased by7
Apr 1, 2022	Clients	22,139	33,855	increased by11,716
Apr 1, 2022	AUM	$4,537,509,649	$7,890,104,114	increased by$3,352,594,465
Apr 1, 2022	Accounts	31,447	50,877	increased by19,430
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “GEOWEALTH MANAGEMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GEOWEALTH MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.

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.