Geometric Wealth Advisors

Colorado
Registered In
04/23/2018
Incorp. Date
Foreign
Registration Type
District of Columbia
Foreign Jurisdiction

Company Summary

Geometric Wealth Advisors at 1717 K ST NW STE 900, Washington, Dc 20006 lists Thomas W Mcandrews of Denver, CO.

Registered In
Colorado
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
District of Columbia
Company Type
Foreign Limited Liability Company
Status
Good Standing
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Thomas W Mcandrews Registered Agent
1452 S PEARL ST, DENVER, CO 80210 (View Past Addresses)
1717 K ST NW STE 900, WASHINGTON, DC 20006 View Map

Financial Information for Geometric Wealth Advisors

Form 5500

GEOMETRIC WEALTH ADVISORS, LLC

1717 K Street Suite 900, Washington, Dc 20006 (202) 765-2211 EIN:47-1137290 Plan Admin:Guideline, Inc.
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameGEOMETRIC WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY21 / 23 Assets BOY/EOY$1,544,241 / $2,279,128 2023 GEOMETRIC WEALTH ADVISORS 401(K) PLAN - Plan #001 21 / 23 $1,544,241 / $2,279,128
2022 Plan NameGEOMETRIC WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY15 / 22 Assets BOY/EOY$1,310,549 / $1,544,241 2022 GEOMETRIC WEALTH ADVISORS 401(K) PLAN - Plan #001 15 / 22 $1,310,549 / $1,544,241
2021 Plan NameGEOMETRIC WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY8 / 15 Assets BOY/EOY$508,350 / $1,310,549 2021 GEOMETRIC WEALTH ADVISORS 401(K) PLAN - Plan #001 8 / 15 $508,350 / $1,310,549
2020 Plan NameGEOMETRIC WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY6 / 8 Assets BOY/EOY$268,387 / $508,350 2020 GEOMETRIC WEALTH ADVISORS 401(K) PLAN - Plan #001 6 / 8 $268,387 / $508,350
2019 Plan NameGEOMETRIC WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$80,274 / $268,387 2019 GEOMETRIC WEALTH ADVISORS 401(K) PLAN - Plan #001 5 / 6 $80,274 / $268,387
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:

Colorado Secretary of State U.S. Department of Labor
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