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).

By the Numbers
  • Total Assets Under Management
    764
    MILLION
  • Total Number of Accounts
    1,574
    ACCOUNTS
  • Average Account Value
    $485,457
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, DC, GA, IL, MA, MN, NY, TX, VA, WA

Financial Advisors at Geometric Wealth Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Andrew S. Leonard
CRD#: 5385133
Washington, DC

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.

2
Thomas W. McAndrews
CRD#: 6075681
Denver, CO

Thomas McAndrews (CRD# 6075681) is an Investment Advisor Representative working at Geometric Wealth Advisors, LLC in Denver, CO and has over 5 years of experience in the finance industry.

3
Patrick S. McGough
CRD#: 6624018
1926 N Highland Ave, Arlington Heights, IL 60004

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.

4
Tracy L. Johnson
CRD#: 6645859
Minneapolis, MN

Tracy Johnson (CRD# 6645859) is an Investment Advisor Representative working at Geometric Wealth Advisors, LLC in Minneapolis, MN and has over 2 years of experience in the finance industry.

5
Michelle N. Pimentel
CRD#: 5918996
Vienna, VA

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.

6
Trevor Sarif-Killea
CRD#: 7509340
New York, NY

Trevor Sarif-Killea (CRD# 7509340) is an Investment Advisor Representative working at Geometric Wealth Advisors, LLC in New York, NY and has 1 year of experience in the finance industry.

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