Geometric Wealth Advisors, LLC
Geometric Wealth Advisors, LLC (CRD# 171670) is a financial advisory firm headquartered in Washington, DC. They manage $102,000,000 in 372 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management102MILLION
Total Number of Accounts372ACCOUNTS
Average Account Value$274,194
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, DC, IL, NY, TX
Andrew Leonard (CRD# 5385133) is an Investment Advisor Representative working at Geometric Wealth Advisors, LLC in Washington, DC and has over 11 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.
Patrick McGough (CRD# 6624018) is an Investment Advisor Representative working at Geometric Wealth Advisors, LLC in Chicago, IL and has over 2 years of experience in the finance industry.