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Geometric Holdings, Inc

MemberGeometric Wealth Advisors, LLC

About Geometric Holdings, Inc

Geometric Holdings, Inc is listed as Member 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 A

Frequently asked questions

Where does Geometric Holdings, Inc work?

Geometric Holdings, Inc is listed as Member at Geometric Wealth Advisors, LLC on SEC Form ADV.

How much of Geometric Wealth Advisors, LLC does Geometric Holdings, Inc own?

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

Geometric Wealth Advisors, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2024