GeoWealth Management, LLC

Q4 2016 13F Notice

Signature - Title
Evan Lieberman - Chief Compliance Officer
Location
Chicago
Holdings as of
December 31, 2016
Num holdings
0
Date filed
2/10/2017, 01:59 PM
Description
No holdings are reported in this report, and all US holdings are reported by other reporting manager(s). The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP code, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.
Next filing
Q2 2019 - Aug 13, 2019

GeoWealth Management, LLC didn't report any stock holdings as of Q4 2016.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Jack Hannah CCO Chicago, Illinois 2/9/2017

List of Other Managers Reporting for GeoWealth Management, LLC:

Name Holdings Value Location File Number
Foundations Investment Advisors, LLC $4.76B 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 $1.49B Madison, NJ 028-20168
KINGSWOOD WEALTH ADVISORS, LLC $1.4B 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
Aspire Private Capital, LLC $420M Cornelius, NC 028-19206
Sage Capital Advisors,llc $383M Sioux Falls, SD 028-18107
Legacy Capital Group California, Inc. $301M Los Gatos, CA 028-23223
Golden State Equity Partners $265M South Coast Metro, CA 028-20606
OneAscent Wealth Management LLC $263M Birmingham, AL 028-20595
WATERSHED PRIVATE WEALTH LLC $251M Oak Brook, IL 028-22886
Elevation Capital Advisory, LLC $226M Bend, OR 028-21324
LANDMARK WEALTH MANAGEMENT, INC. $201M 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
Golden State Wealth Management, LLC Santa Ana, CA 028-19519