Tricia Lynn Lepofsky
Investment adviser representative at Kfa Private Wealth Group, LLC
21 yearsExperience
1 stateRegistered in
$830MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Kfa Private Wealth Group, LLCJun 2016 to now
- First Church of Christ, ScientistJul 2005 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (VA).
Kfa Private Wealth Group, LLC
$830MAssets managed
823Clients
11Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6679075
- Firm CRD
- 281678