Geowealth Management LLC
11/13/2025 | Press release | Distributed by Public on 11/13/2025 16:06
Initial Quarterly Holdings Report by Institutional Manager (Form 13F-HR)
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The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. |
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE |
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| Report for the Calendar Year or Quarter Ended: | 09-30-2025 |
| Check here if Amendment | Amendment Number: | |
| This Amendment (Check only one.): | is a restatement. | |
| adds new holdings entries. |
| Institutional Investment Manager Filing this Report: | |
| Name: | GeoWealth Management, LLC |
| Address: | 444 N. MICHIGAN AVE, STE 3150 |
| CHICAGO, IL 60611 | |
| Form 13F File Number: | 028-16841 |
The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.
| Person Signing this Report on Behalf of Reporting Manager: | ||||
| Name: | Evan Lieberman | |||
| Title: | Chief Compliance Officer | |||
| Phone: | 3127284923 | |||
| Signature, Place, and Date of Signing: | ||||
| Evan Lieberman | Chicago, IL | 11-13-2025 | ||
| [Signature] | [City, State] | [Date] | ||
| Report Type (Check only one.): | |
| 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) | |
| 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) | |
| X | 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) |
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List of Other Managers Reporting for this Manager: [If there are no entries in this list, omit this section.] |
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| Form 13F File Number | Name | ||
| 028-19206 | Aspire Private Capital, LLC | ||
| 028-18760 | CreativeOne Wealth, LLC | ||
| 028-21324 | Elevation Capital Advisory, LLC | ||
| 028-15088 | Freedom Investment Management, Inc. | ||
| 028-20606 | Golden State Equity Partners | ||
| 028-19519 | Golden State Wealth Management, LLC | ||
| 028-24338 | Hershey Financial Advisers, LLC | ||
| 028-22719 | JDM Financial Group LLC | ||
| 028-23333 | KINGSWOOD WEALTH ADVISORS, LLC | ||
| 028-23988 | LANDMARK WEALTH MANAGEMENT, INC. | ||
| 028-23223 | Legacy Capital Group California, Inc. | ||
| 028-20595 | OneAscent Wealth Management LLC | ||
| 028-18107 | Sage Capital Advisors,llc | ||
| 028-17985 | Sowell Financial Services LLC | ||
| 028-20168 | TRANSCEND CAPITAL ADVISORS, LLC | ||
| 028-22886 | WATERSHED PRIVATE WEALTH LLC | ||
| 028-24516 | Copley Financial Group, Inc. | ||
| 028-24694 | Stanich Group LLC | ||
| 028-24619 | Flavin Financial Services, Inc. | ||
| 028-25413 | Lakeshore Capital Group, Inc. | ||
| 028-17126 | Coastal Bridge Advisors, LLC | ||
| 028-14754 | EP Wealth Advisors, LLC | ||
| 028-24186 | Oxford Wealth Group, LLC | ||
| Aegis Wealth Management, Inc. | |||
| 028-18315 | CENTAURUS FINANCIAL, INC. | ||
| 028-17296 | Cetera Investment Advisers | ||
| 028-23230 | Consolidated Portfolio Review Corp | ||
| Cornerstone Securities LLC | |||
| 028-25550 | INTEGRITY ALLIANCE, LLC. | ||
| 028-19681 | J.W. COLE ADVISORS, INC. | ||
| 028-18240 | Kovack Advisors, Inc. | ||
| 028-12526 | LPL Financial LLC | ||
| 028-21297 | Triumph Capital Management | ||
| 028-20288 | OSAIC HOLDINGS, INC. | ||
| Form 13F Summary Page | |||||
| Report Summary: | |||||
| Number of Other Included Managers: | 14 | ||||
| Form 13F Information Table Entry Total: | 844 | ||||
| Form 13F Information Table Value Total: | 2,740,843,008 | ||||
| (thousands) | |||||
| List of Other Included Managers: | |||
| Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. | |||
| [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] | |||
| No. | Form 13F File Number | Name | |
| 1 | Blackridge Asset Management, LLC | ||
| 2 | CABANA LLC | ||
| 3 | Cambridge Investment Research Advisors, Inc. | ||
| 4 | EMERSON EQUITY LLC | ||
| 5 | Equity Armor Investments | ||
| 6 | GO Wealth Management | ||
| 7 | Gradient Advisors, LLC | ||
| 8 | INDEPENDENT FINANCIAL GROUP, LLC | ||
| 9 | Investment Research Corp | ||
| 10 | IP Financial Advisory Services LLC | ||
| 11 | KCD FINANCIAL, INC. | ||
| 12 | LIFEMARK SECURITIES CORP. | ||
| 13 | MADISON AVENUE SECURITIES, LLC | ||
| 14 | PACKERLAND BROKERAGE SERVICES, INC. | ||
Geowealth Management LLC published this content on November 13, 2025, and is solely responsible for the information contained herein. Distributed via Edgar on November 13, 2025 at 22:07 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]