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Geometric Wealth Advisors
Geometric Wealth Advisors was founded in 2015 and is headquartered in Denver, Colorado. The firm structured itself as a registered investment adviser to serve...
Geometric Wealth Advisors
Geometric Wealth Advisors was founded in 2015 and is headquartered in Denver, Colorado. The firm structured itself as a registered investment adviser to serve individuals, high-net-worth families, and trusts without the transactional incentives that shape broker-dealer models. The firm's investment approach combines financial planning with discretionary portfolio management. Its public disclosures confirm a multi-asset-class advisory model spanning equities, fixed income, and alternatives, deployed through separately managed accounts and unified managed household structures. The firm integrates tax planning and estate strategy directly into investment decisions, functioning as an outsourced family-office layer for clients who have not established a dedicated single-family office. Geometric Wealth Advisors operates from a single office in Denver. The firm has not publicly disclosed its total assets under management or advisory headcount, making it difficult for outside allocators to benchmark its scale. The advisory team draws on the Denver wealth-management talent pool, a market that has grown as financial professionals and their clients migrate from higher-cost coastal cities. The firm's structural differentiator is its focus on delivering multi-disciplinary wealth management — investment management, tax planning, and estate strategy — under a single fiduciary roof, an architecture typically found in larger multi-family offices rather than firms its size.
General information
Firm type
Bank / Wealth / Trust
Year founded
2015
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Washington
Corporate office
Denver, CO, United States
Frequently asked questions
Is Geometric Wealth Advisors a single-family office or a multi-family office?
Geometric Wealth Advisors is a registered investment adviser, not a single-family office. Its regulatory filings describe a wealth-management firm serving multiple high-net-worth individuals, families, and trusts. The firm's integrated tax and estate planning services mimic the coordination a single-family office provides, but it delivers those capabilities to an external client base.
Does the firm manage assets on a discretionary or non-discretionary basis?
Public regulatory filings indicate Geometric Wealth Advisors offers discretionary portfolio management services. This means the firm can make investment decisions and execute trades without requiring client approval for each action, a standard structure for advisers managing multi-asset-class portfolios on behalf of families.
What asset classes does Geometric Wealth Advisors invest in?
The firm's public disclosures reference advisory services across equities, fixed income, and alternatives. Specific allocations are not published. Given its high-net-worth client base, the firm likely constructs portfolios that include public securities alongside access to private funds, though the exact mix is not publicly confirmed.
How does Geometric Wealth Advisors charge for its services?
As a registered investment adviser, Geometric Wealth Advisors charges asset-based fees, a standard fee-only structure that aligns the firm's compensation with portfolio performance. The firm's website and regulatory filings do not disclose specific fee schedules, which are typically negotiated based on household size and service complexity.
Does the firm have any known conflicts of interest, such as recommending proprietary products?
Geometric Wealth Advisors operates as a fiduciary, meaning it is legally required to place client interests first. Its regulatory disclosures do not indicate proprietary product sales or commission-based revenue. The absence of a broker-dealer affiliation reduces the structural conflict common in firms that earn revenue from product distribution.
Who founded Geometric Wealth Advisors?
The specific founders and managing principals of Geometric Wealth Advisors have not been publicly identified in available regulatory filings or the firm's web presence. The firm was established in 2015 in Denver, likely by wealth-management professionals with backgrounds in private banking or independent advisory firms, but no named individuals are confirmed in the public record.
What geographic region does Geometric Wealth Advisors serve?
The firm is headquartered in Denver, Colorado, and serves clients primarily within that region. Denver's growing population of high-net-worth households, driven in part by migration from California and the Northeast, forms its core market. The firm has not disclosed additional offices or a national footprint.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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