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KFA PRIVATE WEALTH GROUP, LLC

TYSON, VA · CRD 281678 · IAPD ↗ · 571-386-2029

$830.0MRegulatory AUM
11Advisory reps
11Employees
51Clients
51-100Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
April 2026 — KFA PRIVATE WEALTH GROUP, LLC notice-filed in CO, MI, TN, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — KFA PRIVATE WEALTH GROUP, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — KFA PRIVATE WEALTH GROUP, LLC reported RAUM up 25% ($625.9M -> $784.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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