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Member · Geometric Wealth Advisors, LLC

Elisa C Lundy

CRD 5304177 · Named on Form ADV at one SEC-registered adviser

At a glance

Geometric Wealth Advisors, LLC, an SEC-registered wealth manager with $1.3 billion in regulatory assets, lists Elisa C Lundy on its Form ADV as Member.

Firms and roles

AtlasMembers

Elisa’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (11)

6 more people named with Elisa on the same filings, with titles and firms. Free in Atlas with a free account.

See all 11 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Elisa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.