Geowealth Management LLC
● SEC registered since 2010CRD 148222SEC# 801-71114Chicago, IL
Reg. AUM
$17.57B
Employees
88
Accounts
83,125
Location
Chicago, IL
Geowealth Management LLC assets under management
Geowealth Management LLC operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2010. It reports $17.6 billion in regulatory assets under management and employs 88 people.
Geowealth Management LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bethany L. Riesenberg Control | Senior Vice President, Finance And Hr | Under 5% | 2024 |
| Colin James Falls Control | Chief Executive Officer | Under 5% | 2013 |
| Evan Cory Lieberman Control | Senior Vice President, Chief Compliance Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Geowealth Management LLC manage?
Geowealth Management LLC reports $17.6 billion in regulatory assets under management on its Form ADV.
How many employees does Geowealth Management LLC have?
Geowealth Management LLC reports 88 employees.
Where is Geowealth Management LLC located?
Geowealth Management LLC is based in Chicago, IL and has been SEC-registered since 2010.
Does Geowealth Management LLC disclose fund performance?
Geowealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 444 N. Michigan Avenue, Suite 3150, Chicago, IL 60611 |
| Phone | (312) 219-9160 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1593387 |
| Discloses disciplinary history | No |
Regulatory AUM
$17.57B▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers
Assets under management
$17.57Bregulatory AUM
Discretionary $6.8BNon-discretionary $10.77B