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Kovalcik & Geraghty Wealth Partners LLP

● SEC registered since 2012CRD 159811SEC# 801-72943Upper Arlington, OH
Export (members)
Reg. AUM
$268.1M
Employees
4
Accounts
690
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 $268.1 million in regulatory assets under management and employs 4 people.
www.kgwpsouth.comView on SEC.gov ↗

Kovalcik & Geraghty Wealth Partners LLP owners & executives

2 reported
NameTitleOwnershipSince
Matthew Gerard Kovalcik ControlPrincipal50-75%2005
Stephen Patrick Geraghty ControlPrincipal And Cco50-75%2005

Frequently asked questions

How much does Kovalcik & Geraghty Wealth Partners LLP manage?

Kovalcik & Geraghty Wealth Partners LLP reports $268.1 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

Address2074 Arlington Avenue, Upper Arlington, OH 43221
Phone614-222-4888
Fax614-222-4888
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$267.2M
Non-discretionary$839K
Total (RAUM)$268.1M