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Pamela Sue Nevil

Geowealth Management LLC

Queen Creek, AZ

Chicago, IL

CRD 874180

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Employer firm

Geowealth Management LLC CRD 148222

$17.6B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Geowealth Management Llc

444 N. Michigan Avenue Suite 3150, Chicago, IL 60611 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-12-01
AZ RA APPROVED 2025-10-23
  • IL RA
    APPROVED
    Since 2025-12-01
  • AZ RA
    APPROVED
    Since 2025-10-23

Branch Locations

Queen Creek, AZ • United States

444 N. Michigan Avenue Suite 3150, Chicago, IL 60611 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Freedom Investment Management, Inc. Hartford CT 12/2012 07/2025
Geowealth Management Llc Chicago IL 08/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-26
S63 Uniform Securities Agent State Law Examination 1982-11-02
  • S65 Uniform Investment Adviser Law Examination
    2015-03-26
  • S63 Uniform Securities Agent State Law Examination
    1982-11-02
Other Names
  • Pamela S Omeara
  • Pamela S Stewart
  • Pamela Sue Stewart
  • Pamela Sue Omeara

View on SEC IAPD

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