Geometric Wealth Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 171670
- Registered since
- November 8, 2017
- Website
- geometricadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.2%
- Individuals0.8%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Geometric Wealth Advisors, LLC is an independent SEC-registered RIA (registered in 2017) that serves individual and family clients on a fee-for-assets basis. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. It identifies as a capital allocator but is not an active ESG investor and does not operate as a multi-state pension consultant or related adviser. The firm has been recognized by Citywire’s "50 Growers Across America" list in both 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3
Julia Higgins
Partner & Chief Operating OfficerCRD 7888463
Marc Dacanay
Chief Compliance OfficerCRD 6030699
John Morrison
Outsourced Chief Investment OfficerCRD 5574272
Contacts
3 of 13
Michelle Pimentel
Partner, Wealth AdvisorCRD 5918996
Patrick McGough
PrincipalCRD 6624018
Daniel Stuckey
Wealth AdvisorCRD 8109265
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$780M in ETFs
6%
$45.2M
94%
$735M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $338M | 8,696,860 | 43.32% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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