Kovalcik & Geraghty Wealth Partners LLP
● SEC registered since 2012CRD 159811SEC# 801-72943Upper Arlington, OH
Reg. AUM
$299.1M
Employees
4
Accounts
687
Location
Upper Arlington, OH
Kovalcik & Geraghty Wealth Partners LLP assets under management
Kovalcik & Geraghty Wealth Partners LLP is a registered investment adviser overseen by the SEC based in Upper Arlington, OH. The firm has been registered since 2012. It reports $299.1 million in regulatory assets under management and employs 4 people.
Kovalcik & Geraghty Wealth Partners LLP owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Gerard Kovalcik Control | Principal | 50-75% | 2005 |
| Stephen Patrick Geraghty Control | Principal And Cco | 50-75% | 2005 |
Frequently asked questions
How much does Kovalcik & Geraghty Wealth Partners LLP manage?
Kovalcik & Geraghty Wealth Partners LLP reports $299.1 million in regulatory assets under management on its Form ADV.
How many employees does Kovalcik & Geraghty Wealth Partners LLP have?
Kovalcik & Geraghty Wealth Partners LLP reports 4 employees.
Where is Kovalcik & Geraghty Wealth Partners LLP located?
Kovalcik & Geraghty Wealth Partners LLP is based in Upper Arlington, OH and has been SEC-registered since 2012.
Does Kovalcik & Geraghty Wealth Partners LLP disclose fund performance?
Kovalcik & Geraghty Wealth Partners LLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2074 Arlington Avenue, Upper Arlington, OH 43221 |
| Phone | 614-222-4888 |
| Fax | 614-222-4888 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$299.1M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$299.1Mregulatory AUM
Discretionary $298MNon-discretionary $1.2M