# GeoWealth

GeoWealth is a Bank / Wealth / Trust based in Chicago, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Founded:** 2012
- **Assets under management:** >$28B in platform assets (per BlackRock, 2024, citing GeoWealth)
- **Website:** geowealth.com
- **LinkedIn:** https://www.linkedin.com/company/geowealth

## Regulatory record

- **CRD number:** 148222
- **SEC file number:** 801-71114
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148222

## About

GeoWealth is an SEC-registered investment adviser in Chicago, IL, registered since 2010. The firm manages $17.6 billion in assets, with $6.8 billion on a discretionary basis. It has 88 employees and 20 investment advisers.

## Sectors

- WealthTech
- Enterprise Software

## People

- Colin Falls — Chief Executive Officer
- Jack Hannah — Head of Investment Solutions

## Questions

### How does GeoWealth differ from a traditional TAMP?

GeoWealth positions itself as an infrastructure layer rather than a proprietary asset manager. Advisors can blend their own model portfolios with third-party strategies from firms like BlackRock, Dimensional, and Vanguard inside a single managed account, while most TAMPs steer advisors toward the platform’s in-house investment products. The firm’s open-architecture approach treats the advisor’s intellectual property as equal to any external manager’s on the same operational rail.

### Who runs investment decisions at GeoWealth?

Colin Falls, as CEO, drives overall firm strategy. Jack Hannah serves as Head of Investment Solutions, overseeing the model marketplace and portfolio construction services the platform delivers to advisors. The firm's posture is that investment decisions sit with the RIA or end-client, not with GeoWealth — the company provides the infrastructure and diligence framework, not discretionary management.

### How does GeoWealth source its advisor relationships?

GeoWealth sells directly to RIAs and through strategic partnerships. The BlackRock relationship provides distribution into the US Wealth Advisory channel, while the firm also maintains a direct sales force targeting independent advisory firms. The platform's open-architecture model appeals to breakaway advisors and established firms that want to retain proprietary investment strategies while outsourcing trading and operations.

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Last updated: 2026-06-03T20:00:00.000Z

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