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| Geometric Wealth Advisors LLC
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|---|---|
| CRD # | 171670 |
| SEC # | 801-112016 |
| CIK # | 0001900576 |
| AUM | 1,330.4 M (2026-05-18) |
| Employees | 32 (28% Investors, 0% Brokers) |
| Phone | 973-525-4901 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.3 | ||
| Carvana Co | 3.0 | ||
| Amazon Com Inc | 2.5 | ||
| Microsoft Corp | 1.4 | ||
| Eaton Corp Ltd | 1.2 | ||
| Alphabet Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 10.7 |
| (b) Individuals (high net worth individuals) | 239 | 1,319.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,081 | 1,330.4 |
| By Discretionary | ||
| Discretionary | 2,081 | 1,330.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,081 | 1,330.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.6 | |
| United States Persons | 1,318.8 | |
| Total | 2,081 | 1,330.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001900576] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Victory Financial Group LLC
✚
|
TX | 1,337.5 M |
|
Inspire Advisors LLC
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|
ID | 1,332.2 M |
|
Wendell David Associates Inc
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|
NH | 1,330.3 M |
|
Fiduciary Financial Advisors
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MI | 1,329.4 M |
|
CWS Financial Advisors LLC
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MI | 1,328.6 M |
|
Chadds Ford Wealth Partners LLC
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|
PA | 1,327.4 M |
|
Clark Asset Management LLC
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|
1,324.5 M | |
|
Second Line Capital LLC
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|
LA | 1,324.1 M |
|
Steigerwald Gordon & Koch Inc
✚
|
VA | 1,322.7 M |
|
Allie Family Office LLC
✚
|
FL | 1,321.7 M |