{"url":"https://nivawealth.com/firms/geowealth-management-148222","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/148222","regulatoryAum":17574540779,"crd":"148222","secFileNumber":"801-71114","legalName":"Geowealth Management LLC","displayName":"Geowealth Management","website":"https://geowealth.com","linkedinUrl":"https://linkedin.com/company/geowealth","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"444 N. 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They include 47,696 other individuals, 2,729 high-net-worth individuals and 285 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Geowealth Management offer?","answer":"Geowealth Management provides portfolio management for individuals and small businesses, portfolio management for institutions, publishing newsletters and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Geowealth Management use?","answer":"Geowealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $7,706,979,241 and National Financial Services LLC (Boston, MA), with $2,868,842,410. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Geowealth Management have?","answer":"Geowealth Management has 20 investment adviser representatives registered with state securities authorities, out of 88 employees, and 20 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Geowealth Management invest in?","answer":"At the end of its last fiscal year, Geowealth Management’s separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 19% exchange-traded equities, 4% state and local bonds, 4% cash and equivalents, 2% investment grade corporate bonds and 1% U.S. government and agency bonds. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Geowealth Management?","answer":"Geowealth Management is owned through a chain of holding companies by Phoenix Capital Group, Inc. 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