Geometric Wealth Advisors, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 256
- Avg AUM / client
- $5.2M
- Accounts
- 2,081
- Employees
- 32
AUM over time
Annual snapshots from Form ADV filings · as of May 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 17 | $10.7M | 0.8% |
| High net worth individuals | 239 | $1.3B | 99.2% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Scott Leonard | Managing Partner | CFP | Jan 2015 (12y) | 50% – 75% |
| Patrick Sean Mc Gough | Chief Compliance Officer | CFA | Mar 2016 (10y) | Less than 5% |
| Thomas Walter Mcandrews | Partner | CFA | May 2018 (8y) | 10% – 25% |
| Tracy Lynn Johnson | Partner | CFP | Apr 2021 (5y) | 10% – 25% |
| Higgins, Julia, Cumming | Partner & Chief Operating Officer | Jan 2024 (3y) | 5% – 10% | |
| Trevor Sarif Killea | Registered representative | Apr 2022 (4y) | ||
| Michelle Neveu Pimentel | Registered representative | CFP | Nov 2023 (3y) | |
| Fritzner Jean | Registered representative | CFP | May 2024 (2y) | |
| Daniel Adam Stuckey | Registered representative | Jun 2025 (1y) | ||
| John A Morrison | Registered representative | CFA | Oct 2025 (1y) | |
| Adam Bederov | Registered representative | May 2026 (0y) | ||
| Jeffrey Benjamin Fortner | Registered representative | CFA | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/18/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $991M (74% of AUM) May 2026
- Vanguard Marketing Corporation $185M (14% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 18, 2026.
View current Form ADV (SEC/IAPD) ↗