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 registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm is SEC-registered (registration year 2017) and describes its advisory work as financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. It bills fees as a percentage of assets under management and self-identifies as a capital allocator rather than a product shop. Geometric was included in Citywire’s “50 Growers Across America” lists in both 2023 and 2024. The firm does not characterize itself as an active ESG investor.
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
John Morrison
Outsourced Chief Investment OfficerCRD 5574272
Julia Higgins
Partner & Chief Operating OfficerCRD 7888463
Marc Dacanay
Chief Compliance OfficerCRD 6030699
Contacts
3 of 12
Andrew Leonard
Managing PartnerCRD 5385133
Patrick McGough
PrincipalCRD 6624018
Tracy Johnson
Partner, Senior Wealth AdvisorCRD 6645859
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$904M in ETFs
6%
$54.2M
94%
$850M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $402M | 9,054,523 | 44.44% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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