|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Geometric Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 171670 |
| SEC # | 801-112016 |
| CIK # | 0001900576 |
| AUM | $971.6 M (2025-06-24) |
| Employees | 30 (27% Investors, 0% Brokers) |
| Phone | 973-525-4901 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Carvana Co | 5.6 | ||
| Apple Inc | 3.6 | ||
| Amazon Com Inc | 2.4 | ||
| Microsoft Corp | 2.4 | ||
| Eaton Corp Ltd | 1.2 | ||
| Facebook Inc | 1.1 | ||
| International Business Machines Corp | 1.0 | ||
| Coca Cola Co | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 21.9 |
| (b) Individuals (high net worth individuals) | 207 | 949.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,854 | 971.6 |
| By Discretionary | ||
| Discretionary | 1,854 | 971.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,854 | 971.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.2 | |
| United States Persons | 962.4 | |
| Total | 1,854 | 971.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001900576] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
McGowan Group Asset Management Inc
✚
|
TX | 1.0 |
|
Enclave Advisors LLC
✚
|
TX | 1.0 |
|
GR Financial Group LLC
✚
|
AZ | 1.0 |
|
Schaefer Financial Management Inc
✚
|
CO | 1.0 |
|
The Gleason Group Inc
✚
|
KY | 1.0 |
|
Laurel Wealth Advisors LLC
✚
|
NC | 1.0 |
|
Stepp & Rothwell Inc
✚
|
KS | 1.0 |
|
Cheviot Value Management LLC
✚
|
CA | 1.0 |
|
Allegiant Wealth Advisors LLC
✚
|
OK | 1.0 |
|
Waypoint Capital Advisors LLC
✚
|
MN | 0.9 |