# 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.

- CRD: 171670
- Filed as: GEOMETRIC WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Washington, DC
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171670
- AdvisorCensus page: https://advisorcensus.com/firm/geometric-wealth-advisors-llc-washington-dc-171670

## Quick answers

**How 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.

**How much does Geometric Wealth Advisors, LLC charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- 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

> 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Vanguard Marketing Corporation

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,330,410,000
- Discretionary: $1,330,410,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $10,687,000 |
| High net worth individuals | 239 | $1,319,723,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (8 years)
- Employees: 32 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, DC, GA, IL, MA, MD, MN, NC, NY, PA, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- geometricadvisors.com
- LinkedIn @geometric-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $409,951,000 | 12 | July 8, 2021 |
| October 2022 | $453,935,000 | 15 | May 16, 2022 |
| October 2023 | $587,445,000 | 21 | August 9, 2023 |
| October 2024 | $843,677,000 | 24 | July 9, 2024 |
| October 2025 | $971,577,000 | 30 | June 24, 2025 |
| October 2026 | $1,330,410,000 | 32 | September 1, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Geometric Wealth Advisors, LLC (CRD 171670): Form ADV filing data as of October 2026.