Andrew
Leonard

Geometric Wealth Advisors, LLC

CRD#5385133
Investment Advisor
in Washington, DC

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About this Advisor

Andrew Leonard is a financial advisor based in Washington, District of Columbia, working with Geometric Wealth Advisors, LLC. Andrew has previously held positions at Classic Capital, Inc and Geometric Wealth Advisors, LLC. Andrew has passed the Series 65 regulatory exam and is registered to provide services in the District of Columbia and Texas. Currently, Andrew is part of Geometric Wealth Advisors, LLC, which operates out of Washington, District of Columbia. The firm has 5 offices and 23 employees. The firm manages assets totaling $764.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Geometric Wealth Advisors, LLC includes asset-based fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

Washington, DC

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Geometric Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$764,110,000

Total Number of Employees

23

Total Number of Accounts

1,574

Average Account Size

$485,457

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Andrew Leonard Work History

2014 - Present (10 years)

Geometric Wealth Advisors, LLC

2009 - 2015 (6 years)

Classic Capital, Inc

Disclosures

Please visit the SEC profile of Andrew Leonard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Geometric Wealth Advisors, LLC

Thomas Mcandrews
Denver, CO
Michelle Pimentel
Vienna, VA
Tracy Johnson
Minneapolis, MN
Fritzner Jean
Charlotte, NC
Trevor Sarif-Killea
New York, NY
Andrew Leonard
Washington, DC
Patrick Mcgough
Arlington Heights, IL

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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