← Tributary

KOHLHEPP INVESTMENT ADVISORS, LTD.

DOYLESTOWN, PA · CRD 113989 · IAPD ↗ · kohlheppadvisors.com · 215-340-5777

$204.6MRegulatory AUM
3Advisory reps
6Employees
1Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — KOHLHEPP INVESTMENT ADVISORS, LTD. notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.