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KASSOUF WEALTH ADVISORS, LLC

BIRMINGHAM, AL · CRD 122683 · IAPD ↗ · kassoufwealth.com · 205-776-0100

$471.3MRegulatory AUM
6Advisory reps
10Employees
12Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — KASSOUF WEALTH ADVISORS, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
April 2025 — KASSOUF WEALTH ADVISORS, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2024 — KASSOUF WEALTH ADVISORS, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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