Kovalcik & Geraghty Wealth Partners LLP


Assets, Funds, Holdings

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Kovalcik & Geraghty Wealth Partners LLP
CRD #159811
SEC #801-72943
AUM $118.7 MM (98% Disc, 100% US)
Employees5 (40% Investors, 0% Brokers)
Address2074 Arlington Avenue
Upper Arlington, OH 43221
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
JBC Financial Group Inc
CA 0.1
New City Investments LLC
CA 0.1
Third Seven Advisors LLC
NY 0.1
Investment Securities Group Inc
CO 0.1
Davis Michael KIM
MA 0.1
Lighthouse Financial Management LLC
RI 0.1
Wealthspan Partners LLC
IA 0.1
NorthStar Financial Companies Inc
PA 0.1
Ascendant Wealth Management LLC
FL 0.1
Sanchez & Zures LLC
VA 0.1
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