Chief Executive Officer · Geowealth Management LLC
Colin J. Falls
CRD 5742290 · 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 Colin J. Falls on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Geowealth Management LLCChief Executive OfficerWealth manager · Chicago, IL · $18B in regulatory assets
AtlasMembers
Colin’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
- Locked
- 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
- John M HannahPresident, Chief Operating Officer, Geowealth Management LLC
- Evan C. LiebermanSenior Vice President, Chief Compliance Officer, Geowealth Management LLC
- Bethany L. RiesenbergSenior Vice President, Finance and HR, 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 Colin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.