Geowealth Management LLC

Geowealth Management LLC (CRD# 148222) is a financial advisory firm headquartered in Chicago, IL. They manage $4,537,509,649 in 31,447 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,538
    MILLION
  • Total Number of Accounts
    31,447
    ACCOUNTS
  • Average Account Value
    $144,291
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Geowealth Management LLC
Showing 1 - 10 of 12 top financial advisors.
1
Eric M. Barr
CRD#: 2553965
Boulder, CO

Eric Barr (CRD# 2553965) is an Investment Advisor Representative working at Geowealth Management LLC in Boulder, CO and has over 26 years of experience in the finance industry.

2
Colin J. Falls
CRD#: 5742290
444 N. Michigan Avenue, Suite 3150, Chicago, IL 60611

Colin Falls (CRD# 5742290) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 11 years of experience in the finance industry.

3
Donal B. Falls
CRD#: 6184844
444 N. Michigan Avenue, Suite 3150, Chicago, IL 60611

Donal Falls (CRD# 6184844) 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
Justin E. Farmer
CRD#: 6339660
401 North Michigan Ave., Ste 1201, Chicago, IL 60611

Justin Farmer (CRD# 6339660) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 7 years of experience in the finance industry.

5
Josh L. Hagar
CRD#: 6959783
444 N. Michigan Avenue, Suite 3150, Chicago, IL 60611

Josh Hagar (CRD# 6959783) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 3 years of experience in the finance industry.

6
John M. Hannah
CRD#: 5898620
444 N. Michigan Avenue, Suite 3150, Chicago, IL 60611

John Hannah (CRD# 5898620) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 10 years of experience in the finance industry.

7
Ivo V. Ivanov
CRD#: 4470164
444 N. Michigan Avenue, Suite 3150, Chicago, IL 60611

Ivo Ivanov (CRD# 4470164) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 19 years of experience in the finance industry.

8
Ross M. Ringer
CRD#: 6144474
401 North Michigan Ave, Ste 1201, Chicago, IL 60611

Ross Ringer (CRD# 6144474) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 7 years of experience in the finance industry.

9
Scott E. Silverman
CRD#: 3128417
444 N. Michigan Avenue, Suite 3150, Chicago, IL 60611

Scott Silverman (CRD# 3128417) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 22 years of experience in the finance industry.

10
William A. Stewart
CRD#: 5746437
444 N. Michigan Avenue, Suite 3150, Chicago, IL 60611

William Stewart (CRD# 5746437) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 11 years of experience in the finance industry.

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