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KOVALCIK & GERAGHTY WEALTH PARTNERS LLP

Advisory

N·UPPER ARLINGTON, OH

Data as of Apr 1, 2026 · Source: SEC Form ADV

Total AUM

$299M

1-Year AUM Growth

+13.8%

3-Year CAGR

+9.8%

Employees

2

Assets Under Management

Total AUM$299M

Discretionary AUM$298M

Non-Discretionary AUM$1M

Discretionary %99.6%

Total Clients277

Team

Total Employees2

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record25

First FilingDec 5, 2011

Latest FilingApr 1, 2026

🔒 Full AUM trend chart and 25 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on KOVALCIK & GERAGHTY WEALTH PARTNERS LLP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.