Geometric Wealth Advisors
Geometric Wealth Advisors is a Washington, DC-based SEC-registered investment advisory firm. It specializes in comprehensive financial planning and investment management for high-net-worth individuals and families, particularly professionals, executives, and entrepreneurs. Founded in 2015, the firm provides customized portfolio strategies and integrates tax, estate, and legacy planning. As of 2025, it is a boutique RIA with a national client base.
Investment Strategy
Geometric Wealth Advisors employs a disciplined and diversified investment approach tailored to the individual risk tolerance, goals, and financial situation of each client. The firm favors cost-efficient, tax-aware portfolio construction principally through passive and factor-based investments, complemented by strategic allocations to public equity and fixed income, and where suitable, alternative investments. Continuous financial planning and periodic portfolio rebalancing are central to their philosophy, aiming to maximize long-term, risk-adjusted returns for high-net-worth clients.
Top Holdings
Equity Positions (72)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 43.02% | $288.0M | 8,036,958 | $25.85 | $35.84 | +$31.9M |
D DFAX | DIMENSIONAL ETF TRUST | 30.69% | $205.5M | 6,995,733 | $22.38 | $29.37 | -$2.3M |
A AVNM | AMERICAN CENTY ETF TR | 6.54% | $43.8M | 670,665 | $63.45 | $65.31 | +$31.1M |
A AVUS | AMERICAN CENTY ETF TR | 5.84% | $39.1M | 387,561 | $92.13 | $100.82 | +$15.9M |
D DFIP | DIMENSIONAL ETF TRUST | 3.12% | $20.9M | 498,824 | $41.13 | $41.81 | -$114.4K |