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KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
CRD 159811 · SEC 801-72943
2074 ARLINGTON AVENUE, UPPER ARLINGTON, OH, 43221, United States
Phone
614-222-4888
Fax
614-222-4888
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$299.1M
Discretionary AUM
$298.0M
Team
4 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Partnership
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 173 | $36.8M |
| High net worth individuals | 104 | $262.4M |
States served
OH, PA, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD