# GEOWEALTH MANAGEMENT LLC

GEOWEALTH MANAGEMENT LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 148222
- Type: SEC-registered investment adviser
- SEC file number: 801-71114
- Location: 444 N. MICHIGAN AVENUE, SUITE 3150, CHICAGO, IL, 60611
- Phone: (312) 219-9160
- Latest filing: 2026-03-24
- Regulatory AUM: $17.6B
- Discretionary AUM: $6.8B
- Non-discretionary AUM: $10.8B
- Clients: 88
- Accounts: 83,125

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Corporations

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| John M Hannah | PRESIDENT, CHIEF OPERATING OFFICER | — |
| Colin James Falls | CEO; CHIEF EXECUTIVE OFFICER | — |
| Evan Cory Lieberman | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Bethany L Riesenberg | SENIOR VICE PRESIDENT, FINANCE | — |
| HANNAH JILL M | CHIEF COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER; PRESIDENT, CHIEF OPERATING OFFICER | — |
| RUTHVEN COLIN | CHIEF TECHNOLOGY OFFICER; CHIEF TECHNOLOGY OFFICER, CHIEF COMPLIANCE OFFICER | — |
| O'SHAUGHNESSY GERALD E | CHAIRMAN; CHIEF EXECUTIVE OFFICER | — |
| HRISTOV DIMITAR | MANAGING DIRECTOR; PORTFOLIO MANAGER | — |
| IVANOV IVO VASSILEV | CHIEF INVESTMENT OFFICER | — |
| KERR TROY DAVID | CHIEF COMPLIANCE OFFICER | — |
| O'SHAUGHNESSY MICHAEL | PRESIDENT | — |
| GILBERT RICHARD EARL | MEMBER | — |
| LIEBERMAN EVAN CORY | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| FALLS COLIN JAMES | CEO; DIRECTOR OF BUSINESS DEVELOPMENT; MANAGING DIRECTOR (+1 more) | — |
| Riesenberg Bethany L | SENIOR VICE PRESIDENT, FINANCE | — |
| Bethany L. Riesenberg | SENIOR VICE PRESIDENT, FINANCE; SENIOR VICE PRESIDENT, FINANCE AND HR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148222/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148222/similar
- Related entities: https://search.stillhousedata.com/firm/148222/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148222

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.