SEC Form ADV · CIK 1900576

GEOMETRIC WEALTH ADVISORS, LLC

Registered Investment Adviser
$1.3B
Assets Under Management
2,081
Total Clients
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Registration Details

CIK
1900576
Accession
CRD-171670
Filing Date
May 18, 2026
AUM
$1.3B
Total Clients
2,081
Amendment
No

About this Adviser

GEOMETRIC WEALTH ADVISORS, LLC is a registered investment adviser, managing approximately $1.3B in assets across 2,081 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.