GEOMETRIC WEALTH ADVISORS, LLC is an SEC-registered investment adviser (CRD 171670). Regulatory assets under management: $1.3B.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Andrew Scott Leonard | MANAGER; TRUSTEE | — |
| Patrick Sean Mcgough | MEMBER | — |
| Thomas Walter Mcandrews | MANAGER; SHAREHOLDER | — |
| Tracy Lynn Johnson | MANAGER | — |
| Julia Cumming Higgins | MANAGER & CHIEF OPERATING OFFICER; TRUSTEE | — |
| Marc Elijah Dacanay | CHIEF COMPLIANCE OFFICER; MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Michelle Neveu Pimentel | MEMBER | — |
| Ashley N Kennedy | MEMBER | — |
| Jennifer F Knight | MEMBER | — |
| John A Morrison | CHIEF INVESTMENT OFFICER | — |
| JOHNSON JODI LYNN | PARTNER | — |
| LEONARD ANDREW SCOTT | MANAGING MEMBER; MANAGING PARTNER; PRINCIPAL | — |
| McGough Patrick Sean | CHIEF COMPLIANCE OFFICER; ELECTED MANAGER / CHIEF COMPLIANCE OFFICER | — |
| MCANDREWS THOMAS WALTER | MANAGING PARTNER; PARTNER | — |
| Higgins Julia Cumming | PARTNER & CHIEF OPERATING OFFICER | — |
| Trevor Sarif-Killea | MEMBER | — |
| Elisa C Lundy | MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 847-873-9580 |
| — | — | 1 | 847-275-5924 |
| — | — | 1 | (509) 599-4912 |
| — | — | 1 | 831-224-5894 |
| — | — | 1 | (980) 230-9163 |
| — | — | 1 | (732) 484-0160 |
| — | — | 1 | (310) 384-2566 |
| — | — | 1 | (512) 909-1776 |
| — | — | 1 | (650) 587-8508 |