KOVALCIK & GERAGHTY WEALTH PARTNERS LLP

UPPER ARLINGTON, Ohio·2 registered advisors·CRD# 159811
SEC# 801-729431614-222-4888
01

Firm Overview

AUM
$237M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at KOVALCIK & GERAGHTY WEALTH PARTNERS LLP

2 registered advisors
Matthew Gerard Kovalcik
UPPER ARLINGTON, Ohio
Stephen Patrick Geraghty
UPPER ARLINGTON, Ohio
05

Office Locations

UPPER ARLINGTON, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. KOVALCIK & GERAGHTY WEALTH PARTNERS LLP (CRD# 159811) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.