Geowealth Management LLC

Geowealth Management LLC (CRD# 148222) is a financial advisory firm headquartered in Chicago, IL. They manage $459,269,242 in 1,756 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    459
    MILLION
  • Total Number of Accounts
    1,756
    ACCOUNTS
  • Average Account Value
    $261,543
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MN, MO, NC, NE, NH, NM, NY, OH, OK, OR, SC, TN, TX, VA

Financial Advisors at Geowealth Management LLC
Showing 1 - 9 of 9 top financial advisors.
1
Eric M. Barr
CRD#: 2553965
Boulder, CO
93
Wealthminder
score

Eric Barr (CRD# 2553965) is an Investment Advisor Representative working at Geowealth Management LLC in Boulder, CO and has over 23 years of experience in the finance industry.

2
William C. Davis
CRD#: 3105046
Alexandria, VA
93
Wealthminder
score

William Davis (CRD# 3105046) is an Investment Advisor Representative working at Geowealth Management LLC in Alexandria, VA and has over 8 years of experience in the finance industry.

3
Colin J. Falls
CRD#: 5742290
444 N. Michigan Avenue, Suite 820, Chicago, IL 60611
93
Wealthminder
score

Colin Falls (CRD# 5742290) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 8 years of experience in the finance industry.

4
John M. Hannah
CRD#: 5898620
444 N. Michigan Avenue, Suite 820, Chicago, IL 60611
93
Wealthminder
score

John Hannah (CRD# 5898620) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 6 years of experience in the finance industry.

5
Ivo V. Ivanov
CRD#: 4470164
444 N. Michigan Avenue, Suite 820, Chicago, IL 60611
93
Wealthminder
score

Ivo Ivanov (CRD# 4470164) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 15 years of experience in the finance industry.

6
William A. Stewart
CRD#: 5746437
444 N. Michigan Avenue, Suite 820, Chicago, IL 60611
93
Wealthminder
score

William Stewart (CRD# 5746437) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 7 years of experience in the finance industry.

7
Donal B. Falls
CRD#: 6184844
444 N. Michigan Avenue, Suite 820, Chicago, IL 60611
90
Wealthminder
score

Donal Falls (CRD# 6184844) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 4 years of experience in the finance industry.

8
Justin E. Farmer
CRD#: 6339660
401 North Michigan Ave., Ste 1201, Chicago, IL 60611
90
Wealthminder
score

Justin Farmer (CRD# 6339660) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 3 years of experience in the finance industry.

9
Ross M. Ringer
CRD#: 6144474
401 North Michigan Ave, Ste 1201, Chicago, IL 60611
90
Wealthminder
score

Ross Ringer (CRD# 6144474) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 3 years of experience in the finance industry.

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