KOVALCIK & GERAGHTY WEALTH PARTNERS LLP

KOVALCIK & GERAGHTY WEALTH PARTNERS LLP of UPPER ARLINGTON, OH is an SEC-registered investment adviser (CRD 159811). Regulatory assets under management: $299.1M.

Registration

• CRD: 159811
• SEC file number: 801-72943
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159811 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search