Elisa C Lundy
MemberGeometric Wealth Advisors, LLCCRD 5304177
About Elisa C Lundy
Elisa C Lundy is listed as Member at Geometric Wealth Advisors, LLC. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Geometric Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Elisa C Lundy work?
Elisa C Lundy is listed as Member at Geometric Wealth Advisors, LLC on SEC Form ADV.
How much of Geometric Wealth Advisors, LLC does Elisa C Lundy own?
Form ADV reports a beneficial ownership band of Under 5%.
Geometric Wealth Advisors, LLC
| Title | Member |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |