William Alexander Stewart
Investment adviser representative at Geowealth Management LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$17.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Geowealth Management LLCDec 2014 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (IL).
Geowealth Management LLC
$17.6BAssets managed
51,018Clients
19Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5746437
- Firm CRD
- 148222