Investment adviser · CRD 148222

GEOWEALTH MANAGEMENT LLC

Investment adviser filing (IA)

CHICAGO, IL, United States · Form ADV filed Mar 24, 2026

Regulatory AUM: $17.6B
Client accounts: 83,125
Employees: 88
Advisory professionals: 20

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	47,696	$9,713,314,779	55.3%
High-net-worth individuals	2,729	$7,003,552,803	39.9%
Retirement plans	285	$435,861,271	2.5%
Corporations & businesses	275	$389,574,290	2.2%
Charities	33	$32,237,636	0.2%

Filing source

Form ADV 2060210 · Mar 24, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

GEOWEALTH MASTER FUND, L.P.Hedge Fund · Last reported Mar 23, 2015$806KGross asset value

Feeder funds

GEOWEALTH EQUITY FUND, L.P.

Fund administrator CACEIS INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BROOKWEINER L.L.C. CHICAGO, Illinois, United States

Custodian INTERACTIVE BROKERS LLC CHICAGO, Illinois, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC CHICAGO, Illinois, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source

Fund ID: 805-8584632843
Reported beneficial owners: 3
Minimum commitment: $250K

Form ADV 884522 · Mar 23, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 24, 2026. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

444 N. MICHIGAN AVENUE, SUITE 3150
CHICAGO, IL, 60611, United States

CRD 148222

Filing source

Form ADV 2060210 · Mar 24, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.