KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
SEC Form ADV profile.
Total regulatory AUM
$299,142,929
Discretionary
$297,962,734
Non-discretionary
$1,180,195
Firm details
- CRD number
- 159811
- SEC file number
- 801-72943
- Main office
- UPPER ARLINGTON, OH, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.KGWPSOUTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.