← Directory
KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
CRD 159811File 801-72943
APPROVED
Retail clients
Filing as of Apr 1, 2026
Feed vintage Aug 17, 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.KGWPSOUTH.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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.