Donal Brendan Falls
Investment adviser representative at Geowealth Management LLC
21 yearsExperience
1 stateRegistered in
$17.6BFirm assets
16 yearsFirm in business
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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
21 years in the industry.
- Geowealth Management LLCJan 2017 to now
- Falls Mechanical InsulationJul 2005 to now
- Frontier Wealth ManagementJan 2009 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 6184844
- Firm CRD
- 148222