KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
CRD #159811 SEC #801-72943 UPPER ARLINGTON, OH 614-222-4888
SEC Registered
Total AUM
$268.1M
Discretionary
$267.2M
Employees
4
Clients
101
Accounts
690
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $268.1M | $267.2M | $839.1K | 4 | 0 |
| May 2024 | $237.1M | $236.3M | $831K | 4 | 0 |
| Apr 2024 | $237.1M | $236.3M | $831K | 4 | 0 |
| Mar 2024 | $237.1M | $236.3M | $831K | 4 | 0 |
| Mar 2023 | $208.3M | $207M | $1.3M | 4 | 0 |
| Nov 2022 | $220.8M | $218M | $2.8M | 4 | 0 |
| Jan 2022 | $220.8M | $218M | $2.8M | 5 | 0 |
| Jan 2022 | $220.8M | $218M | $2.8M | 5 | 0 |
| Mar 2021 | $176.3M | $172.3M | $4M | 6 | 0 |
| Nov 2020 | $154.1M | $150.3M | $3.7M | 6 | 0 |
| Jun 2020 | $154.1M | $150.3M | $3.7M | 5 | 0 |
| Mar 2020 | $154.1M | $150.3M | $3.7M | 5 | 0 |
| Oct 2019 | $118.7M | $116M | $2.7M | 5 | 0 |
| Mar 2019 | $118.7M | $116M | $2.7M | 5 | 0 |
| Mar 2018 | $130.2M | $127.4M | $2.8M | 5 | 0 |
| Mar 2018 | $130.2M | $127.4M | $2.8M | 5 | 0 |
| Mar 2017 | $116.1M | $114M | $2.2M | 2 | 500 |
| Mar 2017 | $116.1M | $114M | $2.2M | 2 | 500 |
| Mar 2016 | $104.3M | $102.2M | $2.1M | 2 | 500 |
| Apr 2015 | $107.9M | $105.7M | $2.2M | 2 | 500 |
| Mar 2014 | $107.7M | $105.5M | $2.2M | 2 | 300 |
| Mar 2013 | $108.3M | $97.4M | $10.9M | 2 | 300 |
| Aug 2012 | $101.6M | $76.5M | $25.1M | -- | 300 |
| May 2012 | $101.6M | $76.5M | $25.1M | -- | 300 |
| Dec 2011 | $101.6M | $76.5M | $25.1M | -- | 300 |
| Dec 2011 | $101.6M | $76.5M | $25.1M | -- | 300 |
DateMar 2025
Total AUM$268.1M
Discretionary$267.2M
Non-Disc.$839.1K
Employees4
Clients0
DateMay 2024
Total AUM$237.1M
Discretionary$236.3M
Non-Disc.$831K
Employees4
Clients0
DateApr 2024
Total AUM$237.1M
Discretionary$236.3M
Non-Disc.$831K
Employees4
Clients0
DateMar 2024
Total AUM$237.1M
Discretionary$236.3M
Non-Disc.$831K
Employees4
Clients0
DateMar 2023
Total AUM$208.3M
Discretionary$207M
Non-Disc.$1.3M
Employees4
Clients0
DateNov 2022
Total AUM$220.8M
Discretionary$218M
Non-Disc.$2.8M
Employees4
Clients0
DateJan 2022
Total AUM$220.8M
Discretionary$218M
Non-Disc.$2.8M
Employees5
Clients0
DateJan 2022
Total AUM$220.8M
Discretionary$218M
Non-Disc.$2.8M
Employees5
Clients0
DateMar 2021
Total AUM$176.3M
Discretionary$172.3M
Non-Disc.$4M
Employees6
Clients0
DateNov 2020
Total AUM$154.1M
Discretionary$150.3M
Non-Disc.$3.7M
Employees6
Clients0
DateJun 2020
Total AUM$154.1M
Discretionary$150.3M
Non-Disc.$3.7M
Employees5
Clients0
DateMar 2020
Total AUM$154.1M
Discretionary$150.3M
Non-Disc.$3.7M
Employees5
Clients0
DateOct 2019
Total AUM$118.7M
Discretionary$116M
Non-Disc.$2.7M
Employees5
Clients0
DateMar 2019
Total AUM$118.7M
Discretionary$116M
Non-Disc.$2.7M
Employees5
Clients0
DateMar 2018
Total AUM$130.2M
Discretionary$127.4M
Non-Disc.$2.8M
Employees5
Clients0
DateMar 2018
Total AUM$130.2M
Discretionary$127.4M
Non-Disc.$2.8M
Employees5
Clients0
DateMar 2017
Total AUM$116.1M
Discretionary$114M
Non-Disc.$2.2M
Employees2
Clients500
DateMar 2017
Total AUM$116.1M
Discretionary$114M
Non-Disc.$2.2M
Employees2
Clients500
DateMar 2016
Total AUM$104.3M
Discretionary$102.2M
Non-Disc.$2.1M
Employees2
Clients500
DateApr 2015
Total AUM$107.9M
Discretionary$105.7M
Non-Disc.$2.2M
Employees2
Clients500
DateMar 2014
Total AUM$107.7M
Discretionary$105.5M
Non-Disc.$2.2M
Employees2
Clients300
DateMar 2013
Total AUM$108.3M
Discretionary$97.4M
Non-Disc.$10.9M
Employees2
Clients300
DateAug 2012
Total AUM$101.6M
Discretionary$76.5M
Non-Disc.$25.1M
Employees--
Clients300
DateMay 2012
Total AUM$101.6M
Discretionary$76.5M
Non-Disc.$25.1M
Employees--
Clients300
DateDec 2011
Total AUM$101.6M
Discretionary$76.5M
Non-Disc.$25.1M
Employees--
Clients300
DateDec 2011
Total AUM$101.6M
Discretionary$76.5M
Non-Disc.$25.1M
Employees--
Clients300