Geiger Group Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Geiger Group Wealth Management is an SEC-registered investment adviser formed in 2026 that intends to serve individuals, trusts, estates, charitable organizations, corporations, business entities, and qualified retirement plan sponsors. Its stated services include discretionary portfolio management, retirement income planning, pension consulting and broader financial planning.
The firm describes a tactical allocation approach that blends strategic asset allocation with fundamental, technical and cyclical analysis, and may use mutual funds, ETFs, private funds and selected active managers, with occasional use of margin and covered option writing where aligned with client mandates. Geiger Group also offers participant fiduciary advice for qualified plans and may recommend and oversee third‑party money managers through managed account programs.
Noteworthy differences from many peers include the explicit combination of pension consulting/participant advice, availability of hourly billing for certain plan‑related or non‑investment tasks, and a written process to select and monitor sub‑advisors — features that are statistically uncommon for firms in this regulatory category. The brochure also discloses that firm personnel may be licensed to sell insurance products and that the firm reported no clients or assets at the time of filing, points prospective clients may consider when assessing experience and potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Up to 1.50% per annum (negotiable fee depending on account size, type, and complexity)
$500 per hour for additional non-investment related consulting services
Main office
Sterling VA
Advisors at this office
1
Most active in
Maryland · Ohio · Virginia
Also doing business as
Geiger Group Wealth Management · Rm 26, Inc. · Rogmal · Rogmal LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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