# KOVALCIK & GERAGHTY WEALTH PARTNERS LLP

KOVALCIK & GERAGHTY WEALTH PARTNERS LLP of UPPER ARLINGTON, OH is an SEC-registered investment adviser.

## Registration

- CRD: 159811
- Type: SEC-registered investment adviser
- SEC file number: 801-72943
- Location: 2074 ARLINGTON AVENUE, UPPER ARLINGTON, OH, 43221
- Phone: 614-222-4888
- Latest filing: 2026-04-01
- Regulatory AUM: $299.1M
- Discretionary AUM: $298.0M
- Non-discretionary AUM: $1.2M
- Clients: 4
- Accounts: 687

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Gerard Kovalcik | PRINCIPAL | — |
| Stephen Patrick Geraghty | PRINCIPAL AND CCO | — |
| KOVALCIK MATTHEW GERARD | PRINCIPAL | — |
| GERAGHTY STEPHEN PATRICK | PRINCIPAL AND CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159811/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159811/similar
- Related entities: https://search.stillhousedata.com/firm/159811/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159811

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.