Geometric Wealth Advisors, LLC
Geometric Wealth Advisors, LLC (CRD# 171670) is a financial advisory firm headquartered in Washington, DC. They manage $764,110,000 in 1,574 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management764MILLION
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Total Number of Accounts1,574ACCOUNTS
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Average Account Value$485,457
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, DC, GA, IL, MA, MN, NY, TX, VA, WA
Andrew Leonard (CRD# 5385133) is an Investment Advisor Representative working at Geometric Wealth Advisors, LLC in Washington, DC and has over 17 years of experience in the finance industry.
Thomas McAndrews (CRD# 6075681) is an Investment Advisor Representative working at Geometric Wealth Advisors, LLC in Denver, CO and has over 6 years of experience in the finance industry.
Patrick McGough (CRD# 6624018) is an Investment Advisor Representative working at Geometric Wealth Advisors, LLC in Arlington Heights, IL and has over 8 years of experience in the finance industry.
Tracy Johnson (CRD# 6645859) is an Investment Advisor Representative working at Geometric Wealth Advisors, LLC in Minneapolis, MN and has over 3 years of experience in the finance industry.
Michelle Pimentel (CRD# 5918996) is an Investment Advisor Representative working at Geometric Wealth Advisors, LLC in Vienna, VA and has 1 year of experience in the finance industry.
Trevor Sarif-Killea (CRD# 7509340) is an Investment Advisor Representative working at Geometric Wealth Advisors, LLC in New York, NY and has over 2 years of experience in the finance industry.