$17.6B Total AUM
$6.8B Disc. AUM
33.6% 3Y CAGR
88 Employees
51,018 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Eagle beaconLegacy radial
- Established Date
- 02-25-2010
- Office Locations
- 10
Office Locations
444 N. Michigan Avenue Suite 3150 Chicago IL
6240 West 135th Street Suite 213 Overland Park KS
-- Austin TX
About Geowealth Management LLC
GeoWealth is a tech-enabled TAMP built for RIAs, combining an integrated advisor platform with open-architecture portfolio solutions plus outsourced back office, training, and support. Investment capabilities center on customizable model portfolios, including tools for custom model delivery and access to both public and private markets. Notable for launching a private model marketplace and powering custom model programs with large asset managers.
Team overview
41 AVG AGE
$878.7M AVG AUM / ADVISOR
$344.5K AVG AUM / CLIENT
4.7 yrs AVG TENURE
88 Employees
20 Advisory Reps
20 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Ridge Pathway Matrix vector Summit crest Harbor Ridge
Client Personas
Prime pioneer
CRM
Insight capital
Custodian
Wave beacon Peak crest Crest Oak Peak Pathway Catalyst Pioneer insight Pioneer Unison Signal Focus beacon Horizon north Peak bridge Catalyst radial Foundation Insight element
Fund Managers
Legacy Peak
Investment Themes
North Value catalyst Ridge pioneer Vital radial Timber
Investment Vehicles
Vital Pathway
Platform
Oak oak Glacier eagle Harbor legacy Insight capital Radial ridge Optima Delta ember
Services
Matrix crest Foundation capital Matrix catalyst Optima Timber
Technology
Radial wave Matrix unison
Owner & Executives
COLIN JAMES FALLS
Chief Executive Officer
- CRD
- #5742290
- Ownership
- Less than 5%
(920) 768-9944
element.pathway@atlascapital.com
in linkedin.com/in/vertex-insight
JOHN M HANNAH
Chief Operating Officer, President
- CRD
- #5898620
- Ownership
- Less than 5%
(273) 590-3699
zenith.beacon@insightcapital.com
in linkedin.com/in/oak-capital
A
Alpha focus
Fusion alpha momentum
- CRD
- #73041
- Ownership
- 43.7%
(604) 224-6795
zenith.summit@eaglecapital.com
in linkedin.com/in/signal-capital
Showing 2 of 4 owners & executives
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T
Timothy Douglass Arnold
Senior Operations Analyst
- CRD
- #7256032
(523) 591-8692
peak.north@unisoncapital.com
in linkedin.com/in/focus-timber
DONAL BRENDAN FALLS
EVP, Chief Growth Officer
- CRD
- #6184844
(261) 395-8783
beacon.north@bridgecapital.com
in linkedin.com/in/meridian-momentum
M
Meridian radial
North vertex
- CRD
- #71378
(248) 610-9041
peak.pioneer@valuecapital.com
in linkedin.com/in/beacon-delta
Showing 2 of 21 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,801,062,140 | $208,513 |
| Non-Discretionary | $10,773,478,639 | $213,302 |
| Total | $17,574,540,779 | $211,423 |
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Separately Managed Accounts
Total SMA Asset: $17,574,540,779
Public Funds:
7.0% Equity - Exchange:
15.8% Cash:
14.9% Municipal Bonds:
11.3% Corporate - Investment Grade:
23.2% U.S. Government/Agency:
27.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $427,219,394 | 7.0% |
| Equity - Exchange | $964,295,204 | 15.8% |
| Cash | $909,366,996 | 14.9% |
| Municipal Bonds | $689,654,165 | 11.3% |
| Corporate - Investment Grade | $1,415,927,135 | 23.2% |
| U.S. Government/Agency | $1,696,671,310 | 27.8% |
| Total | $6,103,134,204 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST CAPITAL FUSION | ZENITH RIDGE | 4IY3M76P3 | UECO | 9.92% | $57,068,734 |
| CAPITAL ATLAS UNISON | RIDGE MOMENTUM | KQGCLG789 | MCO | 9.55% | $92,551,327 |
| VECTOR OPTIMA NORTH | NORTH FUSION | ZRVN8A1JC | XDP | 7.61% | $87,887,410 |
| MERIDIAN FUSION HARBOR | SIGNAL CATALYST | XSMBJ5PMD | IUJ | 8.43% | $51,004,400 |
| ELEMENT EAGLE | HARBOR RADIAL | XI3U0M446 | FIVJ | 11.75% | $50,418,134 |
| MATRIX ZENITH SUMMIT | RADIAL QUANTUM | LOODUUEG5 | NWPLK | 10.46% | $70,480,447 |
| PRIME VECTOR | UNISON GLACIER | 0YV2TFCW2 | QRX | 5.70% | $60,653,941 |
| RIDGE ELEMENT | RIDGE ELEMENT | MDXPFMKIH | BIVPG | 11.63% | $25,851,657 |