| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Scott Leonard Control | Manager | Under 5% | 2015 |
| Ashley N Kennedy | Member | Under 5% | 2025 |
| Geometric Holdings, Inc Control | Member | Over 75% | 2024 |
Geometric Wealth Advisors, LLC reports $971.6 million in regulatory assets under management on its Form ADV.
Geometric Wealth Advisors, LLC reports 30 employees.
Geometric Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | (973) 525-4901 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1900576 |
| Discloses disciplinary history | No |
| Discretionary | $971.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $971.6M |