Tech stack
No one at Kovalcik & Geraghty Wealth Partners LLP has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Raymond James
Per Form ADV · $237M held · filed May 2024