GeoWealth Policies
Trust Center
The GeoWealth Trust Center, powered by Vanta, is your source for information related to SOC 2 Type 1 controls, subprocessors, and other resources.
Terms of Use
The Terms of Use apply to you when you view, access or otherwise use any website or online portal owned or operated by GeoWealth.
Client Privacy Policy
GeoWealth wants you to understand why and how we collect required personal and financial information, the care with which we treat that information, and how we use that information.
Website Privacy Policy
GeoWealth wants you to understand that you have a right to know about your personal information that is collected or disclosed when you visit our website or interact with our advertisements online.
GeoWealth Form ADV
Click here to access GeoWealth's Form ADV and ADV Part 2 via the SEC Website.