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GEOMETRIC WEALTH ADVISORS, LLC
CRD 171670 · SEC 801-112016
CA, United States
Phone
(973) 525-4901
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.33B
Discretionary AUM
$1.33B
Team
32 total employees; 9 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $10.7M |
| High net worth individuals | 239 | $1.32B |
States served
CA, CO, DC, GA, IL, MD, MA, MN, NY, NC, PA, VA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD