Julia Cumming Higgins
Manager & Chief Operating OfficerGeometric Wealth Advisors, LLCCRD 7888463
About Julia Cumming Higgins
Julia Cumming Higgins is listed as Manager & Chief Operating Officer at Geometric Wealth Advisors, LLC. Form ADV reports a beneficial ownership band of Under 5%. Julia Cumming Higgins is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Geometric Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Julia Cumming Higgins work?
Julia Cumming Higgins is listed as Manager & Chief Operating Officer at Geometric Wealth Advisors, LLC on SEC Form ADV.
How much of Geometric Wealth Advisors, LLC does Julia Cumming Higgins own?
Form ADV reports a beneficial ownership band of Under 5%.
Geometric Wealth Advisors, LLC
| Title | Manager & Chief Operating Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |
Geometric Wealth Advisors, LLC
| Title | Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2024 |