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Senior Vice President, Finance and HR · Geowealth Management LLC

Bethany L. Riesenberg

CRD 7072287 · Named on Form ADV at one SEC-registered adviser

At a glance

Geowealth Management LLC, an SEC-registered wealth manager based in Chicago, IL with $17.6 billion in regulatory assets, lists Bethany L. Riesenberg on its Form ADV as Senior Vice President, Finance and HR, a control person.

Firms and roles

AtlasMembers

Bethany’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Colin J. FallsChief Executive Officer, Geowealth Management LLC
  • John M HannahPresident, Chief Operating Officer, Geowealth Management LLC
  • Evan C. LiebermanSenior Vice President, Chief Compliance Officer, Geowealth Management LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bethany’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.