0001973589-25-000002.txt : 20250813 0001973589-25-000002.hdr.sgml : 20250813 20250813163721 ACCESSION NUMBER: 0001973589-25-000002 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: Rule 506(b) provides a "safer harbor" for a private offering FILED AS OF DATE: 20250813 DATE AS OF CHANGE: 20250813 EFFECTIVENESS DATE: 20250813 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GeoWealth, LLC CENTRAL INDEX KEY: 0001973589 ORGANIZATION NAME: EIN: 830716659 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-554636 FILM NUMBER: 251212290 BUSINESS ADDRESS: STREET 1: 444 N. MICHIGAN AVE. STREET 2: SUITE 3150 CITY: CHICAGO STATE: IL ZIP: 60611 BUSINESS PHONE: 312-728-4923 MAIL ADDRESS: STREET 1: 444 N. MICHIGAN AVE. STREET 2: SUITE 3150 CITY: CHICAGO STATE: IL ZIP: 60611 D 1 primary_doc.xml X0708 D LIVE 0001973589 GeoWealth, LLC 444 N. Michigan Avenue, Suite 3150 Chicago IL ILLINOIS 60611 312-728-4923 DELAWARE None None Limited Liability Company true Colin Falls 444 N. Michigan Avenue, Suite 3150 Chicago IL ILLINOIS 60611 Executive Officer Investing Decline to Disclose 06b false 2025-07-31 false true true 0 49642649 41942347 7700302 A portion of securities issued were issued to a participant in exchange for certain assets of the participant; additional securities may be issued as earnout consideration upon the achievement of performance metrics related to the acquired assets. false 6 0 0 0 false GeoWealth, LLC /s/ Colin Falls Colin Falls CEO 2025-07-31