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KOVALCIK & GERAGHTY WEALTH PARTNERS LLP

dba KOVALCIK & GERAGHTY WEALTH PARTNERS LLP · CRD 159811 · Registered Investment Adviser

KOVALCIK & GERAGHTY WEALTH PARTNERS LLP is a Registered Investment Adviser headquartered in UPPER ARLINGTON, OH. The firm reports $299,142,929 in regulatory assets under management across 687 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$297,962,734
Non-discretionary$1,180,195
Total RAUM$299,142,929
Accounts687

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 159811. adviserinfo.sec.gov/firm/summary/159811.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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