Geometric Holdings, Inc
MemberGeometric Wealth Advisors, LLC
About Geometric Holdings, Inc
Geometric Holdings, Inc is listed as Member 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 A
Frequently asked questions
Where does Geometric Holdings, Inc work?
Geometric Holdings, Inc is listed as Member at Geometric Wealth Advisors, LLC on SEC Form ADV.
How much of Geometric Wealth Advisors, LLC does Geometric Holdings, Inc own?
Form ADV reports a beneficial ownership band of Over 75%.
Geometric Wealth Advisors, LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2024 |