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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-06-2015
- Office Locations
- 11
Office Locations
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.
Reported data analysis
What the numbers show
Between December 9, 2025 and May 18, 2026, reported AUM increased 36.9%, from $971.6M to $1.3B.
Across 5 reported observations, AUM increased 193.1% between May 16, 2022 and May 18, 2026, from $453.9M to $1.3B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 9 advisory representatives and 256 clients, or 28.4 clients per representative. That equates to $5.2M in reported AUM per client.
The profile lists 11 reported office locations and 11 years in operation. The source data was last updated on September 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Geometric Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Tracy Lynn Johnson
Manager, Partner
- CRD
- #6645859
- Ownership
- 10% but less than 25%
MARC ELIJAH DACANAY
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 12 owners & executives
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Adam Bederov
Portfolio Analyst
- CRD
- #8217096
JEFFREY BENJAMIN FORTNER
Senior Wealth Advisor
- CRD
- #5417960
Showing 2 of 16 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Geometric Wealth Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Geometric Wealth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.