Kovalcik & Geraghty Wealth Partners LLP

Kovalcik & Geraghty Wealth Partners LLP (CRD# 159811) is a financial advisory firm headquartered in Upper Arlington, OH. They manage $104,267,863 in 580 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    580
    ACCOUNTS
  • Average Account Value
    $179,772
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, OH, PA, SC, TX

Financial Advisors at Kovalcik & Geraghty Wealth Partners LLP
Showing 1 - 3 of 3 top financial advisors.
1
Stephen P. Geraghty
CRD#: 2378836
2074 Arlington Avenue, Upper Arlington, OH 43221
96
Wealthminder
score

Stephen Geraghty (CRD# 2378836) is an Investment Advisor Representative working at Kovalcik & Geraghty Wealth Partners LLP in Upper Arlington, OH and has over 22 years of experience in the finance industry. Stephen Geraghty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael T. Balzer
CRD#: 6620475
49 Boundary Street, Bluffton, SC 29910
90
Wealthminder
score

Michael Balzer (CRD# 6620475) is an Investment Advisor Representative working at Kovalcik & Geraghty Wealth Partners LLP in Bluffton, SC and has 1 year of experience in the finance industry.

3
Matthew G. Kovalcik
CRD#: 2396151
Bluffton, SC
86
Wealthminder
score

Matthew Kovalcik (CRD# 2396151) is an Investment Advisor Representative working at Kovalcik & Geraghty Wealth Partners LLP in Bluffton, SC and has over 19 years of experience in the finance industry. Matthew Kovalcik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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