SEC Form ADV

KOVALCIK & GERAGHTY WEALTH PARTNERS LLP

Firm profile: Kovalcik & Geraghty Wealth Partners — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserOH

$299.1M

Assets Under Management

687

Total Clients

Employees

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Registration Details

Accession: CRD-159811
Location: UPPER ARLINGTON, OH
Filing Date: April 1, 2026
AUM: $299.1M
Total Clients: 687
Employees: 4
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

KOVALCIK & GERAGHTY WEALTH PARTNERS LLP is a registered investment adviser headquartered in UPPER ARLINGTON, OH, managing approximately $299.1M in assets across 687 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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