Charles D Staples

Geowealth Management LLC

6 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Geowealth Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

20 advisors

Number of Clients

50,134 clients

Average Client Portfolio

$271K average

Assets Under Management

$13.6B

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

444 N. Michigan Avenue, Suite 3150, Chicago, IL, 60611

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Geowealth Management LLC

May 2024 - Present · 1 yr 9 mos

Previous Registrations

First Ascent Asset Management, LLC

March 2023 - March 2024 · 1 yr

Gyl Financial Synergies, LLC

January 2020 - July 2021 · 1 yr 6 mos

Firstwave Financial

October 2017 - February 2020 · 2 yrs 4 mos

State Registrations2 states

ARIL

Advisor

Exams

No exam information available for this advisor.