Geowealth Management LLC

Firm record

As recorded in SEC IAPD

Firm CRD

148222

SEC number

801-71114

Firm type

RIA

Assets under management

$17.6B as of Mar 24, 2026

Website

twitter.com/geowealthtech ↗

Phone

(312) 219-9160

Address

444 N. Michigan Avenue, Chicago, IL, 60611

Advisors at this firm

19 in our index · page 1 of 1

• Timothy Douglass ArnoldCRD 7256032 · Chicago, IL
  IA Registered
• Colin James FallsCRD 5742290 · Chicago, IL
  IA Registered
• Donal Brendan FallsCRD 6184844 · Chicago, IL
  IA Registered
• Justin E FarmerCRD 6339660 · Chicago, IL
  IA Registered
• Karen Louise GarciaCRD 1797312 · Littleton, CO
  IA Registered
• Robert Dario GeeCRD 6157332 · Denver, CO
  IA Registered
• John M HannahCRD 5898620 · Overland Park, KS
  IA Registered
• Joshua Luke HagarCRD 6959783 · Austin, TX
  IA Registered
• Luke HarangodyCRD 7718911 · Chicago, IL
  IA Registered
• Joseph J MooneyCRD 2916072 · San Ramon, CA
  IA RegisteredRegistration inactive
• Michael James MooneyCRD 5161481 · Plainfield, NJ
  IA RegisteredRegistration inactive
• Malcolm Ian MackillopCRD 6659267 · Denver, CO
  IA Registered
• Pamela Sue NevilCRD 874180 · Queen Creek, AZ
  IA Registered
• Jeff PietrylaCRD 4922336 · Chicago, IL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Lindsey Brooke ReppCRD 6226548 · Chicago, IL
  IA RegisteredRegistration inactive
• Samuel A SmithCRD 6499017 · Denver, CO
  IA RegisteredRegistration inactive
• William Alexander StewartCRD 5746437 · Chicago, IL
  IA Registered
• Charles D StaplesCRD 6794345 · Benton, AR
  IA Registered
• Jennifer WingCRD 5190311 · Greenwich, CT
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.