CRD: 159811
Kovalcik & Geraghty Wealth Partners LLP
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- Custodian
- Raymond James
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-2012
- Office Locations
- 2
Office Locations
About Kovalcik & Geraghty Wealth Partners LLP
Kovalcik & Geraghty Wealth Partners (KGWP) is a fee-only, fiduciary RIA providing goals-based financial planning and investment management for families nationwide, with offices in Upper Arlington, OH and Bluffton, SC. The firm builds diversified portfolios with an ETF-centric mix alongside mutual funds and fixed income, and offers planning support such as tax and estate planning and charitable giving. NAPFA member; custody via Raymond James.
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Services
Owner & Executives
STEPHEN PATRICK GERAGHTY
Chief Compliance Officer, Partner, PRINCIPAL
- CRD
- #2378836
- Ownership
- 50% but less than 75%
MATTHEW GERARD KOVALCIK
President, PRINCIPAL
- CRD
- #2396151
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $297,962,734 | $452,831 |
| Non-Discretionary | $1,180,195 | $40,696 |
| Total | $299,142,929 | $435,434 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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