GeoWealth Management, LLC

Q4 2018 13F Notice

Signature - Title
Evan Lieberman - Chief Compliance Officer
Location
Chicago
Holdings as of
December 31, 2018
Num holdings
0
Date filed
2/15/2019, 12:40 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.

GeoWealth Management, LLC didn't report any stock holdings as of Q4 2018.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Jack Hannah CCO Chicago, Illinois 2/13/2019

List of Other Managers Reporting for GeoWealth Management, LLC:

Name Holdings Value Location File Number
Advisory Services Network, LLC $4.84B Atlanta, GA 028-15454
Foundations Investment Advisors, LLC $4.76B Phoenix, AZ 028-18893
Sowell Financial Services LLC $2.15B North Little Rock, AR 028-17985
CreativeOne Wealth, LLC $1.97B Overland Park, KS 028-18760
TRANSCEND CAPITAL ADVISORS, LLC $1.49B Madison, NJ 028-20168
KINGSWOOD WEALTH ADVISORS, LLC $1.4B San Diego, CA 028-23333
Freedom Investment Management, Inc. $1.22B Hartford, CT 028-15088
Executive Wealth Management, LLC $786M Brighton, MI 028-19423
TrinityPoint Wealth, LLC $640M 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
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
OneAscent Wealth Management LLC $192M Birmingham, AL 028-20595
JDM Financial Group LLC $148M Austin, TX 028-22719
Golden State Wealth Management, LLC Santa Ana, CA 028-19519