Unclaimed Profile

Ivo Vassilev Ivanov

GEOWEALTH MANAGEMENT LLC·CHICAGO, Illinois

Series 7, Series 24, Series 66Clean record20 years registeredGEOWEALTH MANAGEMENT LLC

444 N. MICHIGAN AVENUE, CHICAGO, IL 60611CRD# 4470164Firm CRD# 148222

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ivo Vassilev Ivanov · CHICAGO, IL

Registration

CRD #4470164 · GEOWEALTH MANAGEMENT LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GEOWEALTH MANAGEMENT LLC

GEOWEALTH MANAGEMENT LLC

Apr 2012 – Jan 2026

CHICAGO, IL

AMERIVEST INVESTMENT MANAGEMENT, LLC

Jan 2006 – Jan 2011

JERSEY CITY, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 66

Registration record

First registered · January 20, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GEOWEALTH MANAGEMENT LLC

CRD 148222 · SEC 801-71114

AUM

$12.3B

Regulatory assets under management

Employees

74,593 client accounts

Services offered by GEOWEALTH MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at GEOWEALTH MANAGEMENT LLC →

Introduction

Speak with Ivo

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ivo is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHICAGO?

Browse all registered financial advisors in CHICAGO, Illinois or claim this profile if it's yours.

Browse CHICAGO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Ivo Vassilev Ivanov offer?

Ivo Vassilev Ivanov specializes in Investment Management, Wealth Management.

What are Ivo Vassilev Ivanov's credentials?

Ivo Vassilev Ivanov is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ivo Vassilev Ivanov located?

Ivo Vassilev Ivanov is based in CHICAGO, Illinois, last registered with GEOWEALTH MANAGEMENT LLC.

How does Ivo Vassilev Ivanov charge for services?

Ivo Vassilev Ivanov's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GEOWEALTH MANAGEMENT LLC?

GEOWEALTH MANAGEMENT LLC has approximately 60 employees and manages $12.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →