Kovalcik & Geraghty Wealth Partners LLP

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CAFR Data
Kovalcik & Geraghty Wealth Partners LLP
CRD #159811
SEC #801-72943
CIK #
AUM $118.7 MM (98% Disc, 100% US)
Employees5 (40% Investors, 0% Brokers)
Phone614-222-4888
Address2074 Arlington Avenue
Upper Arlington, OH 43221
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
13510881542702011201420172020
Comparable Firms State AUM ($BB)
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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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