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KFA PRIVATE WEALTH GROUP, LLC
CRD 281678 · SEC 801-106726
8350 BROAD ST., SUITE 220, TYSON, VA, 22102-5151, United States
Phone
571-386-2029
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$830.0M
Discretionary AUM
$607.8M
Team
11 total employees; 11 advisory reps; 51 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 585 | $218.5M |
| High net worth individuals | 229 | $589.9M |
| Pension/profit sharing plans | 7 | $11.3M |
| Charitable organizations | 2 | $10.2M |
States served
CA, CO, DE, DC, GA, MD, MI, NE, NJ, NY, NC, OH, PA, SC, TN, VA, WA, TX, NH, FL
All web addresses on file
- https://www.linkedin.com/in/tricia-lepofsky/
- https://www.youtube.com/@KFAPrivateWealthGroup
- https://www.linkedin.com/in/jasondepps/
- https://www.linkedin.com/in/patpattersoncrpc/
- https://www.linkedin.com/in/fennigcfp/
- https://www.linkedin.com/in/charles-gibbons-19668510b/
- https://www.linkedin.com/in/daniel-weinstein-cfp%C2%AE-373014a8/
- https://www.linkedin.com/in/terry-weimer-72b7076/
- https://www.linkedin.com/in/michael-rettinger-cfp®-crpc®-056590/
- https://www.linkedin.com/in/nsullivan2/
- https://www.linkedin.com/in/kevin-deans-crpc%C2%AE-74246b3/
- HTTP://WWW.KFAPWG.COM
- https://www.facebook.com/KFA-Private-Wealth-Group-103506504989373
- https://www.linkedin.com/company/kfa-private-wealth-group/
Official SEC filing: View on IAPD