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Geowealth Management LLC

Headquartered in CHICAGO, IL

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Firm Information

Geowealth Management LLC is an investment advisor based in Chicago, Illinois. They manage approximately $1 billion to $10 billion in assets and provide portfolio management services for individuals, businesses, and pooled investment vehicles. The firm also offers educational seminars and publishes periodicals. Geowealth Management specializes in serving high-net-worth individuals, corporations, and pension and profit-sharing plans.

Geowealth Management LLC

444 N. MICHIGAN AVENUE

CHICAGO, IL 60611

$12.33B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (10)

GEOWEALTH MANAGEMENT LLC has a total of 10 branch locations across the country.
location

Leawood, KS

location

OVERLAND PARK, KS

location

CHICAGO, IL

location

Denver, CO

location

Littleton, CO

location

Benton, AR

location

BOULDER, CO

location

Lakewood, CO

location

Overland Park, KS

location

Greenwich, CT

Advisors at Geowealth Management LLC

View All 16 Advisors
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William Alexander Stewart

RA

CHICAGO, IL

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Luke Harangody

RA

CHICAGO, IL

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Eric Michael Barr

RA

BOULDER, CO

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Scott Andrew MacKillop

RA

CHICAGO, IL

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Unclaimed
Ross M Ringer

RA

CHICAGO, IL

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Ivo Vassilev Ivanov

RA

CHICAGO, IL

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Unclaimed
Timothy Douglass Arnold

RA

CHICAGO, IL

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Unclaimed
Donal Brendan Falls

RA

CHICAGO, IL

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Disclosures

There are no public disclosures for Geowealth Management LLC.

Frequently Asked Questions (9)

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