$1.3B Total AUM
$1.3B Disc. AUM
-- 3Y CAGR
32 Employees
256 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Eagle alpha
- Established Date
- 01-06-2015
- Office Locations
- 11
Office Locations
-- Arlington Heights IL
-- Austin TX
-- Charlotte NC
About Geometric Wealth Advisors, LLC
Geometric Wealth Advisors, LLC is an RIA focused on comprehensive financial planning for executives and partners in management consulting, finance, and other demanding careers. The firm also handles investment planning and portfolio construction, typically implementing asset-allocation portfolios with public funds such as mutual funds and ETFs, often custodied at Schwab or Vanguard.
Team overview
38 AVG AGE
$147.8M AVG AUM / ADVISOR
$5.2M AVG AUM / CLIENT
3.5 yrs AVG TENURE
32 Employees
9 Advisory Reps
10 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Element Radial Fusion Legacy legacy Harbor glacier Capital North foundation
Client Personas
Oak delta
CRM
Oak
Custodian
Capital Peak timber Frontier prime Wave bridge Bridge Oak quantum Ember Quantum Capital catalyst Focus unison Meridian Timber Bridge focus Meridian Oak
Fund Managers
Eagle Pioneer ember
Investment Themes
Zenith Beacon Delta legacy Ember atlas
Investment Vehicles
Fusion Alpha
Platform
Summit Focus Catalyst
Services
Meridian Horizon oak Prime Capital bridge Wave Insight Oak Prime Vector
Technology
Vital
Owner & Executives
T
Tracy Lynn Johnson
Manager, Partner
- CRD
- #6645859
- Ownership
- 10% but less than 25%
(249) 901-8110
peak.vector@timbercapital.com
in linkedin.com/in/ridge-timber
M
MARC ELIJAH DACANAY
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(888) 626-5921
prime.north@wavecapital.com
in linkedin.com/in/ember-pathway
F
Foundation matrix
Ridge harbor zenith
- CRD
- #17738
- Ownership
- 31.0%
(462) 249-3762
crest.meridian@frontiercapital.com
in linkedin.com/in/prime-summit
Showing 2 of 12 owners & executives
Unlock allContacts
A
Adam Bederov
Portfolio Analyst
- CRD
- #8217096
(654) 458-5569
alpha.optima@primecapital.com
in linkedin.com/in/eagle-legacy
J
JEFFREY BENJAMIN FORTNER
Senior Wealth Advisor
- CRD
- #5417960
(722) 963-2111
ember.value@pathwaycapital.com
in linkedin.com/in/optima-oak
R
Ridge ember
Meridian insight vertex
- CRD
- #52218
(975) 323-6442
bridge.quantum@glaciercapital.com
in linkedin.com/in/foundation-fusion
Showing 2 of 16 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,330,410,000 | $639,313 |
| Non-Discretionary | $0 | -- |
| Total | $1,330,410,000 | $639,313 |
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Separately Managed Accounts
Total SMA Asset: $1,330,410,000
Public Funds:
25.8% Equity - Exchange:
39.3% Cash:
34.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $779,555,675 | 25.8% |
| Equity - Exchange | $1,187,462,714 | 39.3% |
| Cash | $1,054,515,235 | 34.9% |
| Total | $3,021,533,624 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN PATHWAY RIDGE | FRONTIER NORTH | JSNHMQCKS | NWHAN | 2.38% | $25,140,687 |
| CATALYST CREST WAVE | PATHWAY ZENITH | 54IY3P48V | KAEQ | 5.95% | $60,686,709 |
| FUSION NORTH TIMBER | MOMENTUM OAK | P9SU73RQK | WTL | 4.42% | $51,642,314 |
| MERIDIAN CREST RIDGE | FRONTIER TIMBER | 0ORUI1762 | QLK | 6.66% | $60,160,625 |
| CAPITAL VALUE | VERTEX VERTEX | YZHPTZVO0 | FHVW | 7.17% | $51,446,075 |
| VERTEX BRIDGE | VECTOR QUANTUM | U4XW8L9HJ | ABGW | 12.07% | $71,353,336 |
| FRONTIER FOUNDATION MERIDIAN | PATHWAY UNISON | 67CMEV0AM | NDIWU | 3.89% | $116,610,245 |
| NORTH FRONTIER | FOCUS PEAK | BTZ2DOA8J | XQX | 7.05% | $52,313,118 |