Assets Under Management
$13.6B
Number of Clients
50,134
Number of Advisors
20
Average Client AUM
$271K
AUM per Advisor
$680.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
GeoWealth operates a TAMP, providing digital advisory tools for investment advisers to manage client accounts. They offer investment management and handle operational aspects like account opening, administration, and reporting. GeoWealth also offers a model marketplace with third-party and proprietary models.
444 N. Michigan Avenue, Suite 3150, Chicago, IL, 60611