Key facts
- Status: Privately Held (no backing).
Leadership
- Adam BederovPortfolio Analyst
- Fritzner JeanSenioir Portfolio Analyst
- ·Watchlist + deal alerts for Geometric Wealth Advisors
- ·The full record, as it builds
Funding rounds
No funding rounds for Geometric Wealth Advisors are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Geometric Wealth Advisors
Provider of financial planning services to executives and partners in demanding careers. Geometric Wealth Advisors offers portfolio management, tax services, and comprehensive financial planning. The firm's team of experienced professionals with backgrounds in finance, accounting, and consulting serves clients throughout the US through a combination of virtual and in-person meetings. Recent hires with experience in middle and back office roles optimize business operations.
- Sector
- Financial Services
- HQ
- Washington, DC, United States
- Employees
- 32
- Website
- geometricadvisors.com/
- Ownership
- Privately Held (no backing)
Geometric Wealth Advisors doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Geometric Wealth Advisors shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Geometric Wealth Advisors in its N-PORT filings yet. We sweep new filings monthly.