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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FALLS, COLIN, JAMES | I | MANAGING DIRECTOR | NA | Control |
| FALLS, COLIN, JAMES | I | DIRECTOR OF BUSINESS DEVELOPMENT | NA | Control |
| FALLS, COLIN, JAMES | I | DIRECTOR OF BUSINESS DEVELOPMENT | NA | Control |
| FALLS, COLIN, JAMES | I | MANAGING DIRECTOR | NA | Control |
| FALLS, COLIN, JAMES | I | PRESIDENT | NA | Control |
| FALLS, COLIN, JAMES | I | PRESIDENT | NA | Control |
| FALLS, COLIN, JAMES | I | PRESIDENT | NA | Control |
| FALLS, COLIN, JAMES | I | PRESIDENT | NA | Control |
| FALLS, COLIN, JAMES | I | PRESIDENT | NA | Control |
| FALLS, COLIN, JAMES | I | PRESIDENT | NA | Control |
| FALLS, COLIN, JAMES | I | PRESIDENT | NA | Control |
| FALLS, COLIN, JAMES | I | PRESIDENT | NA | Control |
| FALLS, COLIN, JAMES | I | PRESIDENT | NA | Control |
| FALLS, COLIN, JAMES | I | PRESIDENT | NA | Control |
| FALLS, COLIN, JAMES | I | PRESIDENT | NA | Control |
| FALLS, COLIN, JAMES | I | PRESIDENT | NA | Control |
| FALLS, COLIN, JAMES | I | PRESIDENT | NA | Control |
| FALLS, COLIN, JAMES | I | PRESIDENT | NA | Control |
| FALLS, COLIN, JAMES | I | PRESIDENT | NA | Control |
| FALLS, COLIN, JAMES | I | PRESIDENT | NA | Control |
| FALLS, COLIN, JAMES | I | PRESIDENT | NA | Control |
| FALLS, COLIN, JAMES | I | PRESIDENT | NA | Control |
| FALLS, COLIN, JAMES | I | CEO | NA | Control |
| FALLS, COLIN, JAMES | I | CEO | NA | Control |
| FALLS, COLIN, JAMES | I | CEO | NA | Control |
| FALLS, COLIN, JAMES | I | CEO | NA | Control |
| FALLS, COLIN, JAMES | I | CEO | NA | Control |
| FALLS, COLIN, JAMES | I | CEO | NA | Control |
| GILBERT, RICHARD, EARL | I | MEMBER | NA | |
| HANNAH, JOHN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANNAH, JOHN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANNAH, JOHN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANNAH, JOHN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANNAH, JOHN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANNAH, JOHN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANNAH, JOHN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANNAH, JOHN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANNAH, JOHN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANNAH, JOHN, M | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| HANNAH, JOHN, M | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| HANNAH, JOHN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANNAH, JOHN, M | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| HANNAH, JOHN, M | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| HANNAH, JOHN, M | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| HANNAH, JOHN, M | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| HANNAH, JOHN, M | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| HANNAH, JOHN, M | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| HANNAH, JOHN, M | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| HANNAH, JOHN, M | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| HANNAH, JOHN, M | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| HANNAH, JOHN, M | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| HANNAH, JOHN, M | I | PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| HANNAH, JOHN, M | I | PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| HANNAH, JOHN, M | I | PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| HANNAH, JOHN, M | I | PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| HANNAH, JOHN, M | I | PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| HANNAH, JOHN, M | I | PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| HRISTOV, DIMITAR | I | PORTFOLIO MANAGER | NA | |
| HRISTOV, DIMITAR | I | PORTFOLIO MANAGER | NA | |
| HRISTOV, DIMITAR | I | PORTFOLIO MANAGER | NA | |
| HRISTOV, DIMITAR | I | PORTFOLIO MANAGER | NA | |
| HRISTOV, DIMITAR | I | PORTFOLIO MANAGER | NA | |
| HRISTOV, DIMITAR | I | PORTFOLIO MANAGER | NA | |
| HRISTOV, DIMITAR | I | PORTFOLIO MANAGER | NA | |
| HRISTOV, DIMITAR | I | PORTFOLIO MANAGER | NA | |
| HRISTOV, DIMITAR | I | PORTFOLIO MANAGER | NA | |
| HRISTOV, DIMITAR | I | PORTFOLIO MANAGER | NA | |
| HRISTOV, DIMITAR | I | PORTFOLIO MANAGER | NA | |
| HRISTOV, DIMITAR | I | PORTFOLIO MANAGER | NA | |
| HRISTOV, DIMITAR | I | PORTFOLIO MANAGER | NA | |
| HRISTOV, DIMITAR | I | MANAGING DIRECTOR | NA | |
| HRISTOV, DIMITAR | I | MANAGING DIRECTOR | NA | |
| HRISTOV, DIMITAR | I | MANAGING DIRECTOR | NA | |
| HRISTOV, DIMITAR | I | MANAGING DIRECTOR | NA | |
| HRISTOV, DIMITAR | I | MANAGING DIRECTOR | NA | |
| HRISTOV, DIMITAR | I | MANAGING DIRECTOR | NA | |
| HRISTOV, DIMITAR | I | MANAGING DIRECTOR | NA | |
| IVANOV, IVO, VASSILEV | I | CHIEF INVESTMENT OFFICER | NA | |
| IVANOV, IVO, VASSILEV | I | CHIEF INVESTMENT OFFICER | NA | |
| IVANOV, IVO, VASSILEV | I | CHIEF INVESTMENT OFFICER | NA | |
| IVANOV, IVO, VASSILEV | I | CHIEF INVESTMENT OFFICER | NA | |
| IVANOV, IVO, VASSILEV | I | CHIEF INVESTMENT OFFICER | NA | |
| IVANOV, IVO, VASSILEV | I | CHIEF INVESTMENT OFFICER | NA | |
| IVANOV, IVO, VASSILEV | I | CHIEF INVESTMENT OFFICER | NA | |
| IVANOV, IVO, VASSILEV | I | CHIEF INVESTMENT OFFICER | NA | |
| IVANOV, IVO, VASSILEV | I | CHIEF INVESTMENT OFFICER | NA | |
| IVANOV, IVO, VASSILEV | I | CHIEF INVESTMENT OFFICER | NA | |
| IVANOV, IVO, VASSILEV | I | CHIEF INVESTMENT OFFICER | NA | |
| KERR, TROY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| KERR, TROY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| KERR, TROY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| KERR, TROY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| LIEBERMAN, EVAN, CORY | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIEBERMAN, EVAN, CORY | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIEBERMAN, EVAN, CORY | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIEBERMAN, EVAN, CORY | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIEBERMAN, EVAN, CORY | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIEBERMAN, EVAN, CORY | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIEBERMAN, EVAN, CORY | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIEBERMAN, EVAN, CORY | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIEBERMAN, EVAN, CORY | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIEBERMAN, EVAN, CORY | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIEBERMAN, EVAN, CORY | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIEBERMAN, EVAN, CORY | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIEBERMAN, EVAN, CORY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIEBERMAN, EVAN, CORY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIEBERMAN, EVAN, CORY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIEBERMAN, EVAN, CORY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIEBERMAN, EVAN, CORY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIEBERMAN, EVAN, CORY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| O'SHAUGHNESSY, GERALD, E. | I | CHAIRMAN | NA | Control |
| O'SHAUGHNESSY, GERALD, E. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| O'SHAUGHNESSY, GERALD, E. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| O'SHAUGHNESSY, GERALD, E. | I | CHAIRMAN | NA | Control |
| O'SHAUGHNESSY, GERALD, E. | I | CHAIRMAN | NA | Control |
| O'SHAUGHNESSY, GERALD, E. | I | CHAIRMAN | NA | Control |
| O'SHAUGHNESSY, GERALD, E. | I | CHAIRMAN | NA | Control |
| O'SHAUGHNESSY, GERALD, E. | I | CHAIRMAN | NA | Control |
| O'SHAUGHNESSY, GERALD, E. | I | CHAIRMAN | NA | Control |
| O'SHAUGHNESSY, GERALD, E. | I | CHAIRMAN | NA | Control |
| O'SHAUGHNESSY, MICHAEL | I | PRESIDENT | NA | Control |
| O'SHAUGHNESSY, MICHAEL | I | PRESIDENT | NA | Control |
| O'SHAUGHNESSY, MICHAEL | I | PRESIDENT | NA | Control |
| O'SHAUGHNESSY, MICHAEL | I | PRESIDENT | NA | Control |
| O'SHAUGHNESSY, MICHAEL | I | PRESIDENT | NA | Control |
| O'SHAUGHNESSY, MICHAEL | I | PRESIDENT | NA | Control |
| O'SHAUGHNESSY, MICHAEL | I | PRESIDENT | NA | Control |
| O'SHAUGHNESSY, MICHAEL | I | PRESIDENT | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| RUTHVEN, COLIN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| Riesenberg, Bethany, L. | I | SENIOR VICE PRESIDENT, FINANCE | NA | Control |
| Riesenberg, Bethany, L. | I | SENIOR VICE PRESIDENT, FINANCE | NA | Control |
| Riesenberg, Bethany, L. | I | SENIOR VICE PRESIDENT, FINANCE | NA | Control |
| Riesenberg, Bethany, L. | I | SENIOR VICE PRESIDENT, FINANCE | NA | Control |
| Riesenberg, Bethany, L. | I | SENIOR VICE PRESIDENT, FINANCE | NA | Control |
| Riesenberg, Bethany, L. | I | SENIOR VICE PRESIDENT, FINANCE | NA | Control |
| GEOWEALTH HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | OWNER OF GEOCAPITAL INVESTMENTS, LLC | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | OWNER OF GEOCAPITAL INVESTMENTS, LLC | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH, LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH, LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH, LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH, LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH, LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH, LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH, LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH, LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH, LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH, LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH, LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH, LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH, LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH, LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH, LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH, LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH, LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH, LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH, LLC | DE | MANAGING MEMBER | E | Control |
| GEOWEALTH, LLC | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GEOWEALTH ENTERPRISES, LLC | DE | GEOWEALTH, LLC | E | Control |
| GEOWEALTH ENTERPRISES, LLC | DE | GEOWEALTH, LLC | E | Control |
| GEOWEALTH ENTERPRISES, LLC | DE | GEOWEALTH, LLC | E | Control |
| GEOWEALTH ENTERPRISES, LLC | DE | GEOWEALTH, LLC | E | Control |
| GEOWEALTH ENTERPRISES, LLC | DE | GEOWEALTH, LLC | E | Control |
| GEOWEALTH ENTERPRISES, LLC | DE | GEOWEALTH, LLC | E | Control |
| GEOWEALTH ENTERPRISES, LLC | DE | GEOWEALTH, LLC | E | Control |
| GEOWEALTH ENTERPRISES, LLC | DE | GEOWEALTH, LLC | E | Control |
| GEOWEALTH ENTERPRISES, LLC | DE | GEOWEALTH, LLC | E | Control |
| GEOWEALTH ENTERPRISES, LLC | DE | GEOWEALTH, LLC | E | Control |
| GEOWEALTH ENTERPRISES, LLC | DE | GEOWEALTH, LLC | E | Control |
| GEOWEALTH ENTERPRISES, LLC | DE | GEOWEALTH, LLC | E | Control |
| GEOWEALTH ENTERPRISES, LLC | DE | GEOWEALTH, LLC | E | Control |
| GEOWEALTH ENTERPRISES, LLC | DE | GEOWEALTH, LLC | E | Control |
| GEOWEALTH ENTERPRISES, LLC | DE | GEOWEALTH, LLC | E | Control |
| GEOWEALTH ENTERPRISES, LLC | DE | GEOWEALTH, LLC | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | GEOWEALTH ENTERPRISES, LLC | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | GEOWEALTH ENTERPRISES, LLC | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | GEOWEALTH ENTERPRISES, LLC | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | GEOWEALTH ENTERPRISES, LLC | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | GEOWEALTH ENTERPRISES, LLC | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | GEOWEALTH ENTERPRISES, LLC | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | GEOWEALTH ENTERPRISES, LLC | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | GEOWEALTH ENTERPRISES, LLC | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | GEOWEALTH ENTERPRISES, LLC | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | GEOWEALTH ENTERPRISES, LLC | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | GEOWEALTH ENTERPRISES, LLC | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | GEOWEALTH ENTERPRISES, LLC | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | GEOWEALTH ENTERPRISES, LLC | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | GEOWEALTH ENTERPRISES, LLC | E | Control |
| GEOWEALTH HOLDINGS LLC | DE | GEOWEALTH ENTERPRISES, LLC | E | Control |
| MONTREAUX, INC. | DE | THE GLOBE RESOURCES GROUP INC. | E | |
| MONTREAUX, INC. | DE | THE GLOBE RESOURCES GROUP INC. | E | |
| MONTREAUX, INC. | DE | THE GLOBE RESOURCES GROUP INC. | E | |
| MONTREAUX, INC. | DE | THE GLOBE RESOURCES GROUP INC. | E | |
| MONTREAUX, INC. | DE | THE GLOBE RESOURCES GROUP INC. | E | |
| MONTREAUX, INC. | DE | THE GLOBE RESOURCES GROUP INC. | E | |
| MONTREAUX, INC. | DE | THE GLOBE RESOURCES GROUP INC. | E | |
| MONTREAUX, INC. | DE | THE GLOBE RESOURCES GROUP INC. | E | |
| MONTREAUX, INC. | DE | THE GLOBE RESOURCES GROUP INC. | E | |
| MONTREAUX, INC. | DE | THE GLOBE RESOURCES GROUP INC. | E | |
| MONTREAUX, INC. | DE | THE GLOBE RESOURCES GROUP INC | E | Control |
| MONTREAUX, INC. | DE | THE GLOBE RESOURCES GROUP INC | E | Control |
| MONTREAUX, INC. | DE | THE GLOBE RESOURCES GROUP INC | E | Control |
| MONTREAUX, INC. | DE | THE GLOBE RESOURCES GROUP INC | E | Control |
| MONTREAUX, INC. | DE | THE GLOBE RESOURCES GROUP INC | E | Control |
| MONTREAUX, INC. | DE | THE GLOBE RESOURCES GROUP INC | E | Control |
| MONTREAUX, INC. | DE | THE GLOBE RESOURCES GROUP INC | E | Control |
| MONTREAUX, INC. | DE | THE GLOBE RESOURCES GROUP INC | E | Control |
| MONTREAUX, INC. | DE | THE GLOBE RESOURCES GROUP INC | E | Control |
| MONTREAUX, INC. | DE | THE GLOBE RESOURCES GROUP INC | E | Control |
| MONTREAUX, INC. | DE | THE GLOBE RESOURCES GROUP INC | E | Control |
| MONTREAUX, INC. | DE | THE GLOBE RESOURCES GROUP INC | E | Control |
| MONTREAUX, INC. | DE | THE GLOBE RESOURCES GROUP INC | E | Control |
| MONTREAUX, INC. | DE | THE GLOBE RESOURCES GROUP INC | E | Control |
| MONTREAUX, INC. | DE | THE GLOBE RESOURCES GROUP INC | E | Control |
| MONTREUX, INC. | DE | THE GLOBE RESOURCES GROUP INC. | E | |
| MONTREUX, INC. | DE | THE GLOBE RESOURCES GROUP INC. | E | |
| MONTREUX, INC. | DE | THE GLOBE RESOURCES GROUP INC. | E | |
| MONTREUX, INC. | DE | THE GLOBE RESOURCES GROUP INC. | E | |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREAUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREAUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREAUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREAUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREAUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREAUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREAUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREAUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREAUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREAUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREAUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREAUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREAUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREAUX, INC. | E | Control |
| PHOENIX CAPITAL GROUP, INC. | DE | MONTREAUX, INC. | E | Control |
| THE GLOBE RESOURCES GROUP INC | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC. | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC. | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC. | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC. | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC. | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC. | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC. | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC. | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC. | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC. | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC. | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC. | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC. | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| THE GLOBE RESOURCES GROUP INC. | DE | GEOWEALTH HOLDINGS LLC | E | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
| L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY | DE | PHOENIX CAPITAL GROUP, INC. | C | Control |
Registrations
Federal
IA
Nov 7, 2025 REGISTERED
Notice Filings (52)
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
Address
444 N. MICHIGAN AVENUESUITE 3150
CHICAGO, IL 60611
United States
Phone: (312) 219-9160