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Julia Cumming Higgins

Manager & Chief Operating OfficerGeometric Wealth Advisors, LLCCRD 7888463

About Julia Cumming Higgins

Julia Cumming Higgins is listed as Manager & Chief Operating Officer at Geometric Wealth Advisors, LLC. Form ADV reports a beneficial ownership band of Under 5%. Julia Cumming Higgins is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Geometric Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Julia Cumming Higgins work?

Julia Cumming Higgins is listed as Manager & Chief Operating Officer at Geometric Wealth Advisors, LLC on SEC Form ADV.

How much of Geometric Wealth Advisors, LLC does Julia Cumming Higgins own?

Form ADV reports a beneficial ownership band of Under 5%.

Geometric Wealth Advisors, LLC

TitleManager & Chief Operating Officer
OwnershipUnder 5%
Control personYes
Since2022
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Geometric Wealth Advisors, LLC

TitleTrustee
Ownership—
Control personYes
Since2024
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