# Geowealth Management LLC

> Geowealth Management LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2010, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 148222
- Filed as: GEOWEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148222
- AdvisorCensus page: https://advisorcensus.com/firm/geowealth-management-llc-chicago-il-148222

## Quick answers

**How is Geowealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Geowealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Geowealth Management LLC located?**
Geowealth Management LLC's principal office is in Chicago, IL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Geowealth Management LLC registered with the SEC or a state?**
Geowealth Management LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 148222.

**How much does Geowealth Management LLC manage?**
Geowealth Management LLC reports $17,574,540,779 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (39% discretionary).

**How have Geowealth Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Geowealth Management LLC: Regulatory assets under management: $4,537,509,649 in the October 2021 data and $17,574,540,779 in the October 2026 data, up 287%. Total employees: 32 in October 2021 and 88 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Geowealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47,696); high net worth individuals (2,729); pension and profit sharing plans (but not the plan participants or government pension plans) (285).

**Which custodians does Geowealth Management LLC use?**
Geowealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Geowealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/148222

**What changed in Geowealth Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 19 to 20. Regulatory assets under management went from $13,610,973,546 to $17,574,540,779 (+29%). Added an office in Oakbrook, IL. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $17,574,540,779
- Discretionary: $6,801,062,140
- Non-discretionary: $10,773,478,639

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47,696 | $9,713,314,779 |
| High net worth individuals | 2,729 | $7,003,552,803 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 285 | $435,861,271 |
| Charitable organizations | 33 | $32,237,636 |
| Corporations or other businesses not listed above | 275 | $389,574,290 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2010 (16 years)
- Employees: 88 total, 20 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Oakbrook, IL

### Websites listed on Form ADV (Item 1.I)
- [geowealth.com](https://geowealth.com)
- Instagram @geowealth.tamp
- LinkedIn @geowealth
- X @geowealthtech

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,537,509,649 | 32 | March 30, 2021 |
| October 2022 | $7,890,104,114 | 39 | March 29, 2022 |
| October 2023 | $7,546,226,904 | 45 | April 24, 2023 |
| October 2024 | $12,333,268,007 | 60 | March 28, 2024 |
| October 2025 | $13,610,973,546 | 60 | July 28, 2025 |
| October 2026 | $17,574,540,779 | 88 | March 24, 2026 |

Regulatory assets under management: $4,537,509,649 in the October 2021 data and $17,574,540,779 in the October 2026 data, up 287%.
Total employees: 32 in October 2021 and 88 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 19 to 20.
- Regulatory assets under management went from $13,610,973,546 to $17,574,540,779 (+29%).
- Added an office in Oakbrook, IL.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Geowealth Management LLC (CRD 148222): Form ADV filing data as of October 2026.