AdvisorCensus / Financial advisors / District of Columbia / Washington / Geometric Wealth Advisors, LLC
Geometric Wealth Advisors, LLC is an SEC-registered investment advisory firm in Washington, DC, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 1, 2026.
Quick answers
From the filingHow is Geometric Wealth Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Geometric Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.
What does Geometric Wealth Advisors, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 19, 2026 states: Up to $2,500,000: 1% a year; $2,500,000 to $5,000,000: 0.75% a year; $5,000,000 to $10,000,000: 0.5% a year; Above $10,000,000: 0.25% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Geometric Wealth Advisors, LLC located?
Geometric Wealth Advisors, LLC's principal office is in Washington, DC, according to its Form ADV.
Is Geometric Wealth Advisors, LLC registered with the SEC or a state?
Geometric Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 171670.
How much does Geometric Wealth Advisors, LLC manage?
Geometric Wealth Advisors, LLC reports $1,330,410,000 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (100% discretionary).
How have Geometric Wealth Advisors, LLC's assets and staff changed since 2021?
In the Form ADV data for Geometric Wealth Advisors, LLC: Regulatory assets under management: $409,951,000 in the October 2021 data and $1,330,410,000 in the October 2026 data, up 225%. Total employees: 12 in October 2021 and 32 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Geometric Wealth Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (239); individuals (other than high net worth individuals) (17).
Which custodians does Geometric Wealth Advisors, LLC use?
Geometric Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Vanguard Marketing Corporation as custodians holding 10% or more of its separately managed account assets.
Does Geometric Wealth Advisors, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171670
Does Geometric Wealth Advisors, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 19, 2026 says: "Geometric does not have a minimum portfolio size but may institute a minimum annual fee based on each client’s circumstances."
What changed in Geometric Wealth Advisors, LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $971,577,000 to $1,330,410,000 (+37%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,500,000 | 1% |
| $2,500,000 to $5,000,000 | 0.75% |
| $5,000,000 to $10,000,000 | 0.5% |
| Above $10,000,000 | 0.25% |
The brochure's wording
Geometric’s fee schedule is as follows: Annual Rate For assets under management up to $2.5 million 1.00% For amounts between $2.5 and $5 million 0.75% For amounts between $5 and $10 million 0.50% For amounts above $10 million 0.25%
Account minimum: None
The brochure's wording
Geometric does not have a minimum portfolio size but may institute a minimum annual fee based on each client’s circumstances.
As stated in the firm's Form ADV Part 2A brochure dated March 19, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,330,410,000 as of October 2026, filing dated September 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (8 years)
- Employees
- Total: 32. Performing investment advisory functions: 9.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
14 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,330,410,000 | 32 | September 1, 2026 |
| October 2025 | $971,577,000 | 30 | June 24, 2025 |
| October 2024 | $843,677,000 | 24 | July 9, 2024 |
| October 2023 | $587,445,000 | 21 | August 9, 2023 |
| October 2022 | $453,935,000 | 15 | May 16, 2022 |
| October 2021 | $409,951,000 | 12 | July 8, 2021 |
Regulatory assets under management: $409,951,000 in the October 2021 data and $1,330,410,000 in the October 2026 data, up 225%.
Total employees: 12 in October 2021 and 32 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $971,577,000 to $1,330,410,000 (+37%).
- Updated its list of owners and control persons (Schedule A).
- January 2026
- Registered or notice-filed in MD.
- December 2025
- Employees performing advisory functions went from 8 to 9.
- November 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Geometric Wealth Advisors, LLC (CRD 171670): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/geometric-wealth-advisors-llc-washington-dc-171670