GeoWealth Management, LLC

Q4 2024 13F Combination Report, Stock Holdings

Signature - Title
Evan Lieberman - Chief Compliance Officer
Location
Chicago, IL
Holdings as of
December 31, 2024
Value $
$3.06B
Num holdings
1,784
Date filed
2/13/2025, 01:22 PM
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included IUSB, DFAC, VOO, VV, and VTEB.
Previous filing
Q3 2024 - Nov 12, 2024
Next filing
Q1 2025 - May 9, 2025
SEC
View on sec.gov
Filing 2024 Q4 compared to 2024 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Evan Lieberman Chief Compliance Officer Chicago, Illinois 2/13/2025

List of Other Managers Reporting for GeoWealth Management, LLC:

Name Holdings Value Location File Number
Executive Wealth Management, LLC $1.28B Brighton, MI 028-19423
Freedom Investment Management, Inc. $1.19B Hartford, CT 028-15088
Sowell Financial Services LLC $2.2B North Little Rock, AR 028-17985
Sage Capital Advisors,llc $405M Sioux Falls, SD 028-18107
CreativeOne Wealth, LLC $3.34B Overland Park, KS 028-18760
Foundations Investment Advisors, Llc $5.42B Phoenix, AZ 028-18893
TrinityPoint Wealth, LLC $712M Milford, CT 028-19093
Aspire Private Capital, LLC $402M Cornelius, NC 028-19206
Golden State Wealth Management, LLC $673M Santa Ana, CA 028-19519
Transcend Capital Advisors, Llc $1.38B Madison, NJ 028-20168
OneAscent Wealth Management LLC $231M Birmingham, AL 028-20595
Golden State Equity Partners $505M South Coast Metro, CA 028-20606
Elevation Capital Advisory, LLC $229M Bend, OR 028-21324
JDM Financial Group LLC $197M Austin, TX 028-22719
Watershed Private Wealth Llc $250M Oak Brook, IL 028-22886
Legacy Capital Group California, Inc. $287M Los Gatos, CA 028-23223
Landmark Wealth Management, Inc. $210M Normal, IL 028-23988
Kingswood Wealth Advisors, Llc $2.62B San Diego, CA 028-23333
Stanich Group LLC $135M Montauk, NY 028-24694
Hershey Financial Advisers, LLC $114M Lancaster, PA 028-24338
Copley Financial Group, Inc. $131M San Diego, CA 028-24516

Other Included Managers (3):

Num Name Location File Number
1 Cabana Llc Fayetteville, AR
2 Kalos Management, Inc. Alpharetta, GA
3 RWM Capital, LLC Sugar Land, TX