GEOWEALTH MANAGEMENT LLC
CRD #148222 SEC #801-71114 CHICAGO, IL (312) 219-9160
SEC Registered
Total AUM
$13.6B
Discretionary
$4.8B
Employees
60
Clients
--
Accounts
77,019
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $13.6B | $4.8B | $8.8B | 60 | 0 |
| Aug 2025 | $13.6B | $4.8B | $8.8B | 60 | 0 |
| Jul 2025 | $13.6B | $4.8B | $8.8B | 60 | 0 |
| Mar 2025 | $13.6B | $4.8B | $8.8B | 60 | 0 |
| Oct 2024 | $12.3B | $5.8B | $6.5B | 60 | 0 |
| Mar 2024 | $12.3B | $5.8B | $6.5B | 60 | 0 |
| Apr 2023 | $7.5B | $2.9B | $4.6B | 45 | 0 |
| Mar 2023 | $7.5B | $2.9B | $4.6B | 45 | 0 |
| Mar 2022 | $7.9B | $4.5B | $3.4B | 39 | 0 |
| Dec 2021 | $4.5B | $2.6B | $2B | 32 | 0 |
| Dec 2021 | $4.5B | $2.6B | $2B | 32 | 0 |
| Mar 2021 | $4.5B | $2.6B | $2B | 32 | 0 |
| May 2020 | $2B | $348.9M | $1.7B | 29 | 0 |
| Apr 2020 | $2B | $348.9M | $1.7B | 29 | 0 |
| Dec 2019 | $995.2M | $599M | $396.2M | 23 | 0 |
| Oct 2019 | $995.2M | $599M | $396.2M | 23 | 0 |
| Oct 2019 | $995.2M | $599M | $396.2M | 23 | 0 |
| Aug 2019 | $995.2M | $599M | $396.2M | 23 | 0 |
| Jul 2019 | $995.2M | $599M | $396.2M | 23 | 0 |
| Mar 2019 | $995.2M | $599M | $396.2M | 23 | 0 |
| Mar 2018 | $676.6M | $487M | $189.6M | 20 | 0 |
| Jan 2018 | $459.3M | $350.1M | $109.2M | 16 | 800 |
| Mar 2017 | $459.3M | $350.1M | $109.2M | 16 | 800 |
| Feb 2016 | $407M | $309.1M | $97.9M | 13 | 800 |
| Mar 2015 | $503.4M | $279.5M | $223.8M | 9 | 800 |
| Nov 2014 | $325.2M | $293.4M | $31.8M | 8 | 700 |
| Apr 2014 | $325.2M | $293.4M | $31.8M | 8 | 700 |
| Mar 2014 | $325.2M | $293.4M | $31.8M | 8 | 700 |
| Mar 2013 | $248.2M | $248.2M | $0 | 6 | 700 |
| Mar 2012 | $210.4M | $210.4M | $0 | 6 | 1,494 |
| Mar 2011 | $73.5M | $73.5M | $0 | 10 | -- |
| Oct 2010 | $58M | $0 | $58M | 10 | -- |
| Jun 2010 | $100M | $100M | $0 | 5 | -- |
| Jun 2009 | $0 | $0 | $0 | 5 | -- |
DateNov 2025
Total AUM$13.6B
Discretionary$4.8B
Non-Disc.$8.8B
Employees60
Clients0
DateAug 2025
Total AUM$13.6B
Discretionary$4.8B
Non-Disc.$8.8B
Employees60
Clients0
DateJul 2025
Total AUM$13.6B
Discretionary$4.8B
Non-Disc.$8.8B
Employees60
Clients0
DateMar 2025
Total AUM$13.6B
Discretionary$4.8B
Non-Disc.$8.8B
Employees60
Clients0
DateOct 2024
Total AUM$12.3B
Discretionary$5.8B
Non-Disc.$6.5B
Employees60
Clients0
DateMar 2024
Total AUM$12.3B
Discretionary$5.8B
Non-Disc.$6.5B
Employees60
Clients0
DateApr 2023
Total AUM$7.5B
Discretionary$2.9B
Non-Disc.$4.6B
Employees45
Clients0
DateMar 2023
Total AUM$7.5B
Discretionary$2.9B
Non-Disc.$4.6B
Employees45
Clients0
DateMar 2022
Total AUM$7.9B
Discretionary$4.5B
Non-Disc.$3.4B
Employees39
Clients0
DateDec 2021
Total AUM$4.5B
Discretionary$2.6B
Non-Disc.$2B
Employees32
Clients0
DateDec 2021
Total AUM$4.5B
Discretionary$2.6B
Non-Disc.$2B
Employees32
Clients0
DateMar 2021
Total AUM$4.5B
Discretionary$2.6B
Non-Disc.$2B
Employees32
Clients0
DateMay 2020
Total AUM$2B
Discretionary$348.9M
Non-Disc.$1.7B
Employees29
Clients0
DateApr 2020
Total AUM$2B
Discretionary$348.9M
Non-Disc.$1.7B
Employees29
Clients0
DateDec 2019
Total AUM$995.2M
Discretionary$599M
Non-Disc.$396.2M
Employees23
Clients0
DateOct 2019
Total AUM$995.2M
Discretionary$599M
Non-Disc.$396.2M
Employees23
Clients0
DateOct 2019
Total AUM$995.2M
Discretionary$599M
Non-Disc.$396.2M
Employees23
Clients0
DateAug 2019
Total AUM$995.2M
Discretionary$599M
Non-Disc.$396.2M
Employees23
Clients0
DateJul 2019
Total AUM$995.2M
Discretionary$599M
Non-Disc.$396.2M
Employees23
Clients0
DateMar 2019
Total AUM$995.2M
Discretionary$599M
Non-Disc.$396.2M
Employees23
Clients0
DateMar 2018
Total AUM$676.6M
Discretionary$487M
Non-Disc.$189.6M
Employees20
Clients0
DateJan 2018
Total AUM$459.3M
Discretionary$350.1M
Non-Disc.$109.2M
Employees16
Clients800
DateMar 2017
Total AUM$459.3M
Discretionary$350.1M
Non-Disc.$109.2M
Employees16
Clients800
DateFeb 2016
Total AUM$407M
Discretionary$309.1M
Non-Disc.$97.9M
Employees13
Clients800
DateMar 2015
Total AUM$503.4M
Discretionary$279.5M
Non-Disc.$223.8M
Employees9
Clients800
DateNov 2014
Total AUM$325.2M
Discretionary$293.4M
Non-Disc.$31.8M
Employees8
Clients700
DateApr 2014
Total AUM$325.2M
Discretionary$293.4M
Non-Disc.$31.8M
Employees8
Clients700
DateMar 2014
Total AUM$325.2M
Discretionary$293.4M
Non-Disc.$31.8M
Employees8
Clients700
DateMar 2013
Total AUM$248.2M
Discretionary$248.2M
Non-Disc.$0
Employees6
Clients700
DateMar 2012
Total AUM$210.4M
Discretionary$210.4M
Non-Disc.$0
Employees6
Clients1,494
DateMar 2011
Total AUM$73.5M
Discretionary$73.5M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$58M
Discretionary$0
Non-Disc.$58M
Employees10
Clients--
DateJun 2010
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--
DateJun 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--