# GEOMETRIC WEALTH ADVISORS, LLC

GEOMETRIC WEALTH ADVISORS, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 171670
- Type: SEC-registered investment adviser
- SEC file number: 801-112016
- Phone: (973) 525-4901
- Latest filing: 2026-05-18
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.3B
- Clients: 32
- Accounts: 2,081

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (17)

| 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 | — |


## Branch offices (9)

| 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 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/171670/brochure
- Similar advisers: https://search.stillhousedata.com/firm/171670/similar
- Related entities: https://search.stillhousedata.com/firm/171670/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/171670

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.