Geowealth Management LLC

Geowealth Management LLC, legally known as GEOWEALTH MANAGEMENT LLC, is a Delaware-based limited liability company with 23 employees, with 9 members as advisors. Its exact number of clients is unknown at the moment. The firm's SEC registration status is listed as approved, and it was registered on February 25, 2010.

• COLIN JAMES FALLS

  PRESIDENT owns less than 5%

• COLIN RUTHVEN

  CHIEF TECHNOLOGY OFFICER owns less than 5%

• DIMITAR HRISTOV

  MANAGING DIRECTOR owns less than 5%

• EVAN CORY LIEBERMAN

  VICE PRESIDENT, CHIEF COMPLIANCE OFFICER owns less than 5%

• GEOWEALTH, LLC

  MANAGING MEMBER owns 75% or more

• JOHN M HANNAH

  EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER owns less than 5%

• GEOWEALTH ENTERPRISES, LLC

  MEMBER owns 75% or more

• GEOWEALTH HOLDINGS LLC

  MEMBER owns 75% or more

• I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY

  SHAREHOLDER owns more than 25% but less than 50%

• L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY

  SHAREHOLDER owns more than 25% but less than 50%

• MONTREAUX, INC.

  SHAREHOLDER owns 75% or more

• PHOENIX CAPITAL GROUP, INC.

  SHAREHOLDER owns 75% or more

• THE GLOBE RESOURCES GROUP INC

  SHAREHOLDER owns 75% or more

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• Security Capital Research & Management Incorporated

• Navigating GeoWealth Management's Q3 2022 vs. Q4 2022 13F Holdings Changes