Geometric Wealth Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

171670

SEC number

801-112016

Firm type

RIA

Assets under management

$1.3B as of May 18, 2026

Website

www.linkedin.com/company/geometric-wealth-advisors ↗

Phone

(973) 525-4901

Address

Not yet retrieved from the source record

Advisors at this firm

11 in our index · page 1 of 1

• Adam BederovCRD 8217096 · Oxnard, CA
  IA Registered
• Jeffrey Benjamin FortnerCRD 5417960 · Seattle, WA
  IA Registered
• Fritzner JeanCRD 7916963 · Charlotte, NC
  IA Registered
• Tracy Lynn JohnsonCRD 6645859 · Minneapolis, MN
  IA Registered
• Andrew Scott LeonardCRD 5385133 · Washington, DC
  IA Registered
• Thomas Walter McandrewsCRD 6075681 · Denver, CO
  IA Registered
• John A MorrisonCRD 5574272 · Austin, TX
  IA RegisteredRegistration inactive
• Patrick Sean McgoughCRD 6624018 · Arlington Heights, IL
  IA Registered
• Michelle Neveu PimentelCRD 5918996 · Vienna, VA
  IA Registered
• Trevor Sarif-KilleaCRD 7509340 · New York, NY
  IA Registered
• Daniel Adam StuckeyCRD 8109265 · Merion Station, PA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.