Geometric Wealth Advisors, LLC
● SEC registered since 2017CRD 171670SEC# 801-112016
Reg. AUM
$1.33B
Employees
34
Accounts
2,081
Location
—
Geometric Wealth Advisors, LLC assets under management
Geometric Wealth Advisors, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2017. It reports $1.3 billion in regulatory assets under management and employs 34 people.
Geometric Wealth Advisors, LLC owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Scott Leonard Control | Manager | Under 5% | 2015 |
| Ashley N Kennedy | Member | Under 5% | 2025 |
| Elisa C Lundy | Member | Under 5% | 2026 |
| Geometric Holdings, Inc Control | Member | Over 75% | 2024 |
| Jennifer F Knight | Member | Under 5% | 2025 |
| John A Morrison | Chief Investment Officer | Under 5% | 2025 |
| Julia Cumming Higgins Control | Manager & Chief Operating Officer | Under 5% | 2022 |
| Marc Elijah Dacanay Control | Member & Chief Compliance Officer | Under 5% | 2025 |
| Michelle Neveu Pimentel | Member | Under 5% | 2025 |
| Patrick Sean McGough | Member | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Geometric Wealth Advisors, LLC manage?
Geometric Wealth Advisors, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Geometric Wealth Advisors, LLC have?
Geometric Wealth Advisors, LLC reports 34 employees.
Does Geometric Wealth Advisors, LLC disclose fund performance?
Geometric Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (973) 525-4901 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1900576 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.33B▲ 37%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,389 advisers
EmployeesTop 16%
More than 84% of 16,799 advisers
Assets under management
$1.33Bregulatory AUM
Discretionary $1.33B