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Andrew S. Leonard Living Trust, U/A Dated April 29, 2021

ShareholderGeometric Wealth Advisors, LLC

About Andrew S. Leonard Living Trust, U/A Dated April 29, 2021

Andrew S. Leonard Living Trust, U/A Dated April 29, 2021 is listed as Shareholder at Geometric Wealth Advisors, LLC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Geometric Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Andrew S. Leonard Living Trust, U/A Dated April 29, 2021 work?

Andrew S. Leonard Living Trust, U/A Dated April 29, 2021 is listed as Shareholder at Geometric Wealth Advisors, LLC on SEC Form ADV.

How much of Geometric Wealth Advisors, LLC does Andrew S. Leonard Living Trust, U/A Dated April 29, 2021 own?

Form ADV reports a beneficial ownership band of Over 75%.

Geometric Wealth Advisors, LLC

TitleShareholder
OwnershipOver 75%
Control personYes
Since2024
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