Andrew S. Leonard Living Trust, U/A Dated April 29, 2021
ShareholderGeometric Wealth Advisors, LLC
About Andrew S. Leonard Living Trust, U/A Dated April 29, 2021
Andrew S. Leonard Living Trust, U/A Dated April 29, 2021 is listed as Shareholder at Geometric Wealth Advisors, LLC. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Geometric Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Andrew S. Leonard Living Trust, U/A Dated April 29, 2021 work?
Andrew S. Leonard Living Trust, U/A Dated April 29, 2021 is listed as Shareholder at Geometric Wealth Advisors, LLC on SEC Form ADV.
How much of Geometric Wealth Advisors, LLC does Andrew S. Leonard Living Trust, U/A Dated April 29, 2021 own?
Form ADV reports a beneficial ownership band of Over 75%.
Geometric Wealth Advisors, LLC
| Title | Shareholder |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2024 |