Geometric Wealth Advisors, LLC

Geometric Wealth Advisors, LLC (CRD# 171670) is a financial advisory firm headquartered in Washington, DC. They manage $52,124,000 in 191 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    191
    ACCOUNTS
  • Average Account Value
    $272,901
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, IL, TX

Financial Advisors at Geometric Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Andrew S. Leonard
CRD#: 5385133
1717 K Street Nw, Suite 900, Washington, DC 20006
96
Wealthminder
score

Andrew Leonard (CRD# 5385133) is an Investment Advisor Representative working at Geometric Wealth Advisors, LLC in Washington, DC and has over 10 years of experience in the finance industry. Andrew Leonard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Patrick S. McGough
CRD#: 6624018
200 East Randolph Street, Suite 5100, Chicago, IL 60601
87
Wealthminder
score

Patrick McGough (CRD# 6624018) is an Investment Advisor Representative working at Geometric Wealth Advisors, LLC in Chicago, IL and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.