|
⚲
|
| Geometric Wealth Advisors LLC
✚
| |
|---|---|
| CRD # | 171670 |
| SEC # | 801-112016 |
| CIK # | 0001900576 |
| AUM | $843.7 MM (2024-07-09) |
| Employees | 24 (29% Investors, 0% Brokers) |
| Phone | 973-525-4901 |
| Address | 620 A Street NE Washington, DC 20002 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 3.8 | |
| AMZN | 1,092,997.8 | 2.5 | |
| MSFT | 1,918,222.4 | 1.6 | |
| GOOG | 1,482,566.4 | 1.2 | |
| ETN | 51,598.7 | 1.1 | |
| GOOGL | 1,475,138.5 | 1.1 | |
| META | 434,852.0 | 0.8 | |
| KO | 269,985.6 | 0.7 | |
| SO | 75,035.5 | 0.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 213 | 843.7 |
| (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 | 1,650 | 843.7 |
| By Discretionary | ||
| Discretionary | 1,650 | 843.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,650 | 843.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.1 | |
| United States Persons | 840.6 | |
| Total | 1,650 | 843.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001900576] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Laurel Wealth Advisors LLC
✚
|
NC | 0.9 |
|
Southern Financial Group LLC
✚
|
AL | 0.9 |
|
American Financial Advisors LLC
✚
|
GA | 0.9 |
|
Baseline Wealth Management Ltd
✚
|
0.9 | |
|
Chemistry Wealth Management LLC
✚
|
NY | 0.8 |
|
Smith Brothers Financial LLC
✚
|
CT | 0.8 |
|
Barton Investment Management LLC
✚
|
PA | 0.8 |
|
Penn Davis McFarland Inc
✚
|
TX | 0.8 |
|
Systm Wealth Solutions LLC
✚
|
IL | 0.8 |
|
McGowan Group Asset Management Inc
✚
|
TX | 0.8 |