Geowealth Management LLC

Geowealth Management LLC (CRD# 148222) is a financial advisory firm headquartered in Chicago, IL. They manage $7,546,226,904 in 63,478 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,546
    MILLION
  • Total Number of Accounts
    63,478
    ACCOUNTS
  • Average Account Value
    $118,879
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Geowealth Management LLC
Showing 11 - 15 of 15 top financial advisors.
11
Timothy D. Arnold
CRD#: 7256032
444 N. Michigan Avenue, Suite 3150, Chicago, IL 60611

Timothy Arnold (CRD# 7256032) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 5 years of experience in the finance industry.

12
Brook Campbell
CRD#: 6598994
444 N. Michigan Avenue, Suite 3150, Chicago, IL 60611

Brook Campbell (CRD# 6598994) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 8 years of experience in the finance industry.

13
Luke Harangody
CRD#: 7718911
444 N. Michigan Avenue, Suite 3150, Chicago, IL 60611

Luke Harangody (CRD# 7718911) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 2 years of experience in the finance industry.

14
Lindsey B. Repp
CRD#: 6226548
444 N. Michigan Avenue, Suite 3150, Chicago, IL 60611

Lindsey Repp (CRD# 6226548) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 5 years of experience in the finance industry.

15
Jennifer Wing
CRD#: 5190311
Greenwich, CT

Jennifer Wing (CRD# 5190311) is an Investment Advisor Representative working at Geowealth Management LLC in Greenwich, CT and has over 5 years of experience in the finance industry.

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