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The Julia Higgins Trust, U/A Dated May 10, 2010

MemberGeometric Wealth Advisors, LLC

About The Julia Higgins Trust, U/A Dated May 10, 2010

The Julia Higgins Trust, U/A Dated May 10, 2010 is listed as Member at Geometric Wealth Advisors, LLC. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Geometric Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does The Julia Higgins Trust, U/A Dated May 10, 2010 work?

The Julia Higgins Trust, U/A Dated May 10, 2010 is listed as Member at Geometric Wealth Advisors, LLC on SEC Form ADV.

How much of Geometric Wealth Advisors, LLC does The Julia Higgins Trust, U/A Dated May 10, 2010 own?

Form ADV reports a beneficial ownership band of 5-10%.

Geometric Wealth Advisors, LLC

TitleMember
Ownership5-10%
Control personNo
Since2024