RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Partnership
State of Formation
Ohio
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GERAGHTY, STEPHEN, PATRICKIPRINCIPAL AND CCOD Control
GERAGHTY, STEPHEN, PATRICKIPRINCIPAL AND CCOD Control
GERAGHTY, STEPHEN, PATRICKIPRINCIPAL AND CCOD Control
GERAGHTY, STEPHEN, PATRICKIPRINCIPAL AND CCOD Control
GERAGHTY, STEPHEN, PATRICKIPRINCIPAL AND CCOD Control
GERAGHTY, STEPHEN, PATRICKIPRINCIPAL AND CCOD Control
GERAGHTY, STEPHEN, PATRICKIPRINCIPAL AND CCOD Control
GERAGHTY, STEPHEN, PATRICKIPRINCIPAL AND CCOD Control
GERAGHTY, STEPHEN, PATRICKIPRINCIPAL AND CCOD Control
GERAGHTY, STEPHEN, PATRICKIPRINCIPAL AND CCOD Control
GERAGHTY, STEPHEN, PATRICKIPRINCIPAL AND CCOD Control
GERAGHTY, STEPHEN, PATRICKIPRINCIPAL AND CCOD Control
GERAGHTY, STEPHEN, PATRICKIPRINCIPAL AND CCOD Control
GERAGHTY, STEPHEN, PATRICKIPRINCIPAL AND CCOD Control
GERAGHTY, STEPHEN, PATRICKIPRINCIPAL AND CCOD Control
GERAGHTY, STEPHEN, PATRICKIPRINCIPAL AND CCOD Control
GERAGHTY, STEPHEN, PATRICKIPRINCIPAL AND CCOD Control
GERAGHTY, STEPHEN, PATRICKIPRINCIPAL AND CCOD Control
GERAGHTY, STEPHEN, PATRICKIPRINCIPAL AND CCOD Control
GERAGHTY, STEPHEN, PATRICKIPRINCIPAL AND CCOD Control
GERAGHTY, STEPHEN, PATRICKIPRINCIPAL AND CCOD Control
GERAGHTY, STEPHEN, PATRICKIPRINCIPAL AND CCOD Control
GERAGHTY, STEPHEN, PATRICKIPRINCIPAL AND CCOD Control
GERAGHTY, STEPHEN, PATRICKIPRINCIPAL AND CCOD Control
GERAGHTY, STEPHEN, PATRICKIPRINCIPAL AND CCOD Control
GERAGHTY, STEPHEN, PATRICKIPRINCIPAL AND CCOD Control
GERAGHTY, STEPHEN, PATRICKIPRINCIPAL AND CCOD Control
KOVALCIK, MATTHEW, GERARDIPRINCIPALD Control
KOVALCIK, MATTHEW, GERARDIPRINCIPALD Control
KOVALCIK, MATTHEW, GERARDIPRINCIPALD Control
KOVALCIK, MATTHEW, GERARDIPRINCIPALD Control
KOVALCIK, MATTHEW, GERARDIPRINCIPALD Control
KOVALCIK, MATTHEW, GERARDIPRINCIPALD Control
KOVALCIK, MATTHEW, GERARDIPRINCIPALD Control
KOVALCIK, MATTHEW, GERARDIPRINCIPALD Control
KOVALCIK, MATTHEW, GERARDIPRINCIPALD Control
KOVALCIK, MATTHEW, GERARDIPRINCIPALD Control
KOVALCIK, MATTHEW, GERARDIPRINCIPALD Control
KOVALCIK, MATTHEW, GERARDIPRINCIPALD Control
KOVALCIK, MATTHEW, GERARDIPRINCIPALD Control
KOVALCIK, MATTHEW, GERARDIPRINCIPALD Control
KOVALCIK, MATTHEW, GERARDIPRINCIPALD Control
KOVALCIK, MATTHEW, GERARDIPRINCIPALD Control
KOVALCIK, MATTHEW, GERARDIPRINCIPALD Control
KOVALCIK, MATTHEW, GERARDIPRINCIPALD Control
KOVALCIK, MATTHEW, GERARDIPRINCIPALD Control
KOVALCIK, MATTHEW, GERARDIPRINCIPALD Control
KOVALCIK, MATTHEW, GERARDIPRINCIPALD Control
KOVALCIK, MATTHEW, GERARDIPRINCIPALD Control
KOVALCIK, MATTHEW, GERARDIPRINCIPALD Control
KOVALCIK, MATTHEW, GERARDIPRINCIPALD Control
KOVALCIK, MATTHEW, GERARDIPRINCIPALD Control
KOVALCIK, MATTHEW, GERARDIPRINCIPALD Control
KOVALCIK, MATTHEW, GERARDIPRINCIPALD Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (6)

FL NC OH PA SC TX

Address

2074 ARLINGTON AVENUE
UPPER ARLINGTON, OH 43221
United States
Phone: 614-222-4888