Kovalcik & Geraghty Wealth Partners LLP
Kovalcik & Geraghty Wealth Partners LLP is an SEC-registered wealth manager in Upper Arlington, OH with $299.1M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Kovalcik & Geraghty Wealth Partners LLP: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159811, SEC 801-72943, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $299.1M (2026-04-01)
- Firm type
- Wealth Manager
- Location
- Upper Arlington, OH
- Employees
- 4
- Clients
- 277
- CRD
- 159811
- Ownership
- GERAGHTY, STEPHEN, PATRICK; KOVALCIK, MATTHEW, GERARD
How much AUM does Kovalcik & Geraghty Wealth Partners LLP have?
Kovalcik & Geraghty Wealth Partners LLP reported $299.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Kovalcik & Geraghty Wealth Partners LLP?
Disclosed owners and executives of Kovalcik & Geraghty Wealth Partners LLP include GERAGHTY, STEPHEN, PATRICK, KOVALCIK, MATTHEW, GERARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.