Geowealth Management LLC

Geowealth Management LLC (CRD# 148222) is a financial advisory firm headquartered in Chicago, IL. They manage $406,987,295 in 1,748 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    407
    MILLION
  • Total Number of Accounts
    1,748
    ACCOUNTS
  • Average Account Value
    $232,830
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.

AZ, CA, CO, GA, IL, KS, MO, NE, NY, OK, TX

Financial Advisors at Geowealth Management LLC
Showing 1 - 6 of 6 top financial advisors.
1
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 7 years of experience in the finance industry.

2
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.

3
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.

4
John M. Hannah
CRD#: 5898620
444 N. Michigan Avenue, Suite 820, Chicago, IL 60611
90
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
Justin E. Farmer
CRD#: 6339660
401 North Michigan Ave., Ste 1201, Chicago, IL 60611
88
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.

6
Ross M. Ringer
CRD#: 6144474
401 North Michigan Ave, Ste 1201, Chicago, IL 60611
88
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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.