GeoWealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$2.83B
Signature - Title
Evan Lieberman - Chief Compliance Officer
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by GeoWealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. GeoWealth Management, LLC reported 1693 stock holdings with total value $2.83B as of Q3 2024. Top holdings included IUSB, VOO, VV, SPDW, and VTEB.
Holdings Value

List of Other Managers Reporting for GeoWealth Management, LLC:

Name Holdings Value Location File Number
Foundations Investment Advisors, LLC $5.18B Phoenix, AZ 028-18893
Advisory Services Network, LLC $4.72B Atlanta, GA 028-15454
CreativeOne Wealth, LLC $2.94B Overland Park, KS 028-18760
Sowell Financial Services LLC $2.15B North Little Rock, AR 028-17985
TRANSCEND CAPITAL ADVISORS, LLC $1.39B Madison, NJ 028-20168
KINGSWOOD WEALTH ADVISORS, LLC $1.33B San Diego, CA 028-23333
Executive Wealth Management, LLC $1.28B Brighton, MI 028-19423
Freedom Investment Management, Inc. $1.26B Hartford, CT 028-15088
TrinityPoint Wealth, LLC $696M Milford, CT 028-19093
Golden State Wealth Management, LLC $667M Santa Ana, CA 028-19519
Golden State Equity Partners $523M South Coast Metro, CA 028-20606
Aspire Private Capital, LLC $403M Cornelius, NC 028-19206
Sage Capital Advisors,llc $384M Sioux Falls, SD 028-18107
Legacy Capital Group California, Inc. $328M Los Gatos, CA 028-23223
OneAscent Wealth Management LLC $263M Birmingham, AL 028-20595
WATERSHED PRIVATE WEALTH LLC $256M Oak Brook, IL 028-22886
Elevation Capital Advisory, LLC $226M Bend, OR 028-21324
LANDMARK WEALTH MANAGEMENT, INC. $205M Normal, IL 028-23988
JDM Financial Group LLC $184M Austin, TX 028-22719
Hershey Financial Advisers, LLC $111M Lancaster, PA 028-24338
Copley Financial Group, Inc. $110M San Diego, CA 028-24516