Geometric Wealth Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 171670
- Registered since
- November 8, 2017
- Website
- geometricadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.2%
- Individuals0.8%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Geometric Wealth Advisors, LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2017 that focuses on individual and family clients. The firm charges fees as a percentage of assets under management and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers — the last point reflecting its role as a capital allocator to third‑party managers. Geometric does not identify as an active ESG investor. Citywire recognized the firm on its "50 Growers Across America" lists in both 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3
Julia Higgins
Partner & Chief Operating OfficerCRD 7888463
Marc Dacanay
Chief Compliance OfficerCRD 6030699
John Morrison
Outsourced Chief Investment OfficerCRD 5574272
Contacts
3 of 13
Michelle Pimentel
Partner, Wealth AdvisorCRD 5918996
Patrick McGough
PrincipalCRD 6624018
Daniel Stuckey
Wealth AdvisorCRD 8109265
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$904M in ETFs
6%
$54.2M
94%
$850M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $402M | 9,054,523 | 44.44% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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