GeoWealth Management, LLC

Portfolio Overview

GeoWealth Management, LLC reported a total portfolio value of $2.74 billion as of September 30, 2025, representing a growth of 7.0% from the previous quarter's $2.56 billion. The portfolio is highly diversified, comprising 844 total holdings. The structure indicates that GeoWealth acts primarily as a Turnkey Asset Management Platform (TAMP) or an investment advisor utilizing a "core-satellite" or model portfolio approach. The heavy reliance on ETFs suggests a ...