AdFi
GM

Geowealth Management LLC

SEC Registered
Chicago, IL(312) 219-9160
Assets Under Management
$5B–$25B
Office Locations
1 office
Total Accounts
83125

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Leadership

Colin Ruthven
CHIEF TECHNOLOGY OFFICER
Colin James Falls
PRESIDENT
John M Hannah
EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER
Llc Geowealth
MANAGING MEMBER
Llc Geowealth Enterprises
MEMBER
Geowealth Holdings Llc
MEMBER
The Globe Resources Group Inc
MEMBER
Inc. Montreaux
SHAREHOLDER
Inc. Phoenix Capital Group
SHAREHOLDER
Fbo Gerald E. O'shaughnessy L.g. O'shaughnessy Trust
SHAREHOLDER
Fbo Gerald E. O'shaughnessy I.a. O'shaughnessy Trust
SHAREHOLDER
Evan Cory Lieberman
VICE PRESIDENT, CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
IL
ChicagoHQ

Advisors at this firm

19 advisors in the directory

Karen Louise Garcia
Investment Adviser Representative
Investment Adviser Representative
Joseph J Mooney
Investment Adviser Representative
Investment Adviser Representative
Jeff Pietryla
Investment Adviser Representative
Investment Adviser Representative
Michael James Mooney
Investment Adviser Representative
Investment Adviser Representative
Jennifer Wing
Investment Adviser Representative
Investment Adviser Representative
Colin James Falls
Investment Adviser Representative
Investment Adviser Representative
William Alexander Stewart
Investment Adviser Representative
Investment Adviser Representative
John M Hannah
Investment Adviser Representative
Investment Adviser Representative
Robert Dario Gee
Investment Adviser Representative
Investment Adviser Representative
Donal Brendan Falls
Investment Adviser Representative
Investment Adviser Representative
Lindsey Brooke Repp
Investment Adviser Representative
Investment Adviser Representative
Justin E Farmer
Investment Adviser Representative
Investment Adviser Representative
Samuel A Smith
Investment Adviser Representative
Investment Adviser Representative
Malcolm Ian Mackillop
Investment Adviser Representative
Investment Adviser Representative
Charles D Staples
Investment Adviser Representative
Investment Adviser Representative
Joshua Luke Hagar
Investment Adviser Representative
Investment Adviser Representative
Timothy Douglass Arnold
Investment Adviser Representative
Investment Adviser Representative
Luke Harangody
Investment Adviser Representative
Investment Adviser Representative
Pamela Sue Nevil
Investment Adviser Representative
Investment Adviser Representative

Regulatory & compliance

CRD number
#148222
SEC Number
801-71114
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Flat Fee

Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Geowealth Management LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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