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GEOMETRIC WEALTH ADVISORS, LLC

Advisory

N·

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM
$1.3B
1-Year AUM Growth
+43.6%
3-Year CAGR
+27.2%
Employees
9
Assets Under Management
Total AUM$1.3B
Discretionary AUM$1.3B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients237
Team
Total Employees9
Investment Advisers32
Employee Growth (1Y)+16.7%
Filing History
Total Filings on Record29
First FilingOct 11, 2017
Latest FilingMar 19, 2026
🔒 Full AUM trend chart and 29 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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