KOVALCIK & GERAGHTY WEALTH PARTNERS LLP

2074 Arlington Avenue
Upper Arlington, Ohio 43221
Tel: 614-222-4888

About KOVALCIK & GERAGHTY WEALTH PARTNERS LLP

KOVALCIK & GERAGHTY WEALTH PARTNERS LLP, formally registered with the SEC as KOVALCIK & GERAGHTY WEALTH PARTNERS LLP. The firm was established in 01/04/2012. They have over 2 offices throughout the country.

KOVALCIK & GERAGHTY WEALTH PARTNERS LLP is a Upper Arlington, Ohio based Financial Planning firm with nearly $237,139,194 assets under management, offering retirement planning & investment advisory services to 663 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159811
SEC#	801-72943
Assets Managed by Firm	$237,139,194
No. of Clients	663
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	663	$237,139,194
Individuals (other than high net worth individuals)	169	$29,787,381
High net worth individuals	37	$207,351,813

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