Overview
Assets Under Management: $13.6 billion
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 19
Average Client Assets: $440 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.38
Average High-Net-Worth Client Assets: $440 million
Total Client Accounts: 77,019
Discretionary Accounts: 27,730
Non-Discretionary Accounts: 49,289
Regulatory Filings
CRD Number: 148222
Filing ID: 2008070
Last Filing Date: 2025-08-06 11:43:00
Website: https://geowealth.com