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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kovalcik & Geraghty Wealth Partners LLP
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| CRD # | 159811 |
| SEC # | 801-72943 |
| CIK # | |
| AUM | $268.1 M (2025-03-31) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 614-222-4888 |
| Address | 2074 Arlington Avenue Upper Arlington, OH 43221 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 176 | 36.4 |
| (b) Individuals (high net worth individuals) | 101 | 231.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 690 | 268.1 |
| By Discretionary | ||
| Discretionary | 658 | 267.2 |
| Non-Discretionary | 32 | 0.8 |
| Total | 690 | 268.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 268.1 | |
| Total | 690 | 268.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fortitude Financial LLC
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|
WA | 0.3 |
|
Base Wealth Management LLC
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|
FL | 0.3 |
|
Gamma Asset Management LLC
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|
PR | 0.3 |
|
Security First Financial Inc
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|
MI | 0.3 |
|
Truenorth Financial Services LLC
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|
WA | 0.3 |
|
The Nestegg Group Inc
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|
IL | 0.3 |
|
Spreng Capital Management Inc
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|
OH | 0.3 |
|
Founder Family Financial LLC
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|
0.3 | |
|
Unconventional Investor LLC
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|
0.3 | |
|
Tradewell Securities LLC
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|
IN | 0.3 |