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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-25-2010
- Office Locations
- 10
Office Locations
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.
Reported data analysis
What the numbers show
Between November 7, 2025 and March 24, 2026, reported AUM increased 29.1%, from $13.6B to $17.6B.
Across 5 reported observations, AUM increased 122.7% between March 29, 2022 and March 24, 2026, from $7.9B to $17.6B.
Of the latest reported AUM, 38.7% is discretionary and 61.3% is non-discretionary.
The firm reports 20 advisory representatives and 51,018 clients, or 2,550.9 clients per representative. That equates to $344.5K in reported AUM per client.
The profile lists 10 reported office locations and 16 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Geowealth Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
COLIN JAMES FALLS
Chief Executive Officer
- CRD
- #5742290
- Ownership
- Less than 5%
JOHN M HANNAH
Chief Operating Officer, President
- CRD
- #5898620
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Timothy Douglass Arnold
Senior Operations Analyst
- CRD
- #7256032
DONAL BRENDAN FALLS
EVP, Chief Growth Officer
- CRD
- #6184844
Showing 2 of 21 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Geowealth Management LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Geowealth Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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