# Geometric Wealth Advisors

> Geometric Wealth Advisors (iPhone/iPad app by Geometric Wealth Advisors, LLC.)

- Source: https://appshunter.io/ios/app/geometric-wealth-advisors/id1218387603 (this page in markdown: same URL + `.md`)
- Developer: [Geometric Wealth Advisors, LLC](https://appshunter.io/developer/1218387602)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: American English
- Released: 2017-03-28
- Data updated: 2026-01-16
- User reviews in markdown: https://appshunter.io/ios/app/geometric-wealth-advisors/id1218387603/reviews.md

## What is Geometric Wealth Advisors?

Geometric Wealth Advisors' mobile client portal allows you to view account balances, performance data, and statements.


## Version history (last 5 releases)

### 5.19.0 — 2025-05-28

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.16.0 — 2024-12-21

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.13.1 — 2024-05-14

- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions

### 5.9.0 — 2024-04-16

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 4.4.0 — 2021-07-22

Bug fixes and performance updates

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-01-16.*