GEOMETRIC WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,330,410,000
Discretionary
$1,330,410,000
Non-discretionary
$0
Firm details
- CRD number
- 171670
- SEC file number
- 801-112016
- Employees
- 32
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.