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KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
CRD 159811File 801-72943
APPROVED
Retail clients
Filing as of Apr 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$299.1M
Below cohort median (national)
Discretionary AUM
$298.0M
Non-discretionary $1.2M
Clients
277
687 accounts
Employees
4
Below cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 4, 2012
- Principal office
- 2074 ARLINGTON AVENUE, UPPER ARLINGTON, OH, 43221
- Phone
- 614-222-4888
- Website
- HTTP://WWW.KGWP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $299.1M
- Discretionary AUM
- $298.0M
- Non-discretionary AUM
- $1.2M
- Discretionary accounts
- 658
- Non-discretionary accounts
- 29
- Total accounts
- 687
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 104 | $262.4M |
| Individuals (other than high net worth individuals) | 173 | $36.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | AUM | $268,088,748 | $299,142,929 | increased by$31,054,181 |
| May 1, 2026 | Accounts | 690 | 687 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 4 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 239 | 277 | increased by38 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $220,751,536 | $268,088,748 | increased by$47,337,212 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 624 | 690 | increased by66 |
| Feb 1, 2022 | Employees | 6 | 5 | decreased by1 |
| Feb 1, 2022 | Clients | 238 | 239 | increased by1 |
| Feb 1, 2022 | AUM | $176,273,067 | $220,751,536 | increased by$44,478,469 |
| Feb 1, 2022 | Accounts | 608 | 624 | increased by16 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KOVALCIK GERAGHTY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KOVALCIK GERAGHTY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.