# Geometric Wealth Advisors

Geometric Wealth Advisors is a Bank / Wealth / Trust based in Washington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Washington, United States
- **Region:** North America
- **Address:** Denver, CO, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** geometricadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/geometric-wealth-advisors

## Regulatory record

- **CRD number:** 171670
- **SEC file number:** 801-112016
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171670

## About

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.

## Questions

### 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.

### 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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