SourcingSourcing

KOVALCIK & GERAGHTY WEALTH PARTNERS LLP

B57
CRD 159811·SEC 801-72943·UPPER ARLINGTON, OH
AUM
$299.1M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$897K
@ 30% margin
Est. Deal Value
$7.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
CRD
159811
SEC file #
801-72943
EIN
—
DBA names
—

Economics

AUM
$299.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$118.7M → $299.1M▲ +152%
Client mix
Individuals Other173
Individuals High Net Worth104

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
UPPER ARLINGTON OH
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
kgwpsouth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GERAGHTY, STEPHEN, PATRICK
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GERAGHTY, STEPHEN, PATRICK
KOVALCIK, MATTHEW, GERARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Raymond James4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2378836
Trust Company Affiliate
No

People (2)

2
GERAGHTY, STEPHEN, PATRICK
IAR · Direct Owner · 62.5%
2378836
KOVALCIK, MATTHEW, GERARD
IAR · Direct Owner · 62.5%
2396151