Form D Explorer

GeoWealth, LLC

CIK 1973589 · Limited Liability Company · Inc. DELAWARE · CHICAGO, IL · Investing

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Filings

2

Total offered

$92.1M

Total sold

$84.4M

Activity

2025-08-13
through 2026-03-30

Filings by year

2025

1

2026

1

Contact info

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Likely investment adviser (not guaranteed)

Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.

GEOWEALTH MANAGEMENT LLC
high CRD 801-71114
THE GENWEALTH GROUP, INC.
medium CRD 801-71876
G WEALTH, INC
medium CRD 801-73510

Form D filings (2)

0001973589-26-000001
D · 2026-03-30 · Investing

Offering: $42,500,039

Sold: $42,500,039
0001973589-25-000002
D · 2025-08-13 · Investing

Offering: $49,642,649

Sold: $41,942,347