Tricia Lepofsky
Tricia Lepofsky is a registered investment advisor at Kfa Private Wealth Group, LLC, based in Tyson, VA, with 5 years of industry experience. Tricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 823 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KFA Private Wealth Group offers investment management and wealth management services through wrapped accounts. KFA Private Wealth Group does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.
Location
8350 Broad St., Suite 220, Tyson, VA, 22102-5151
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tricia is a licensed life, annuity, and health insurance agent in Virginia. She also serves as the President of the Alumni Representative of the Washington DC Chapter for Austin Peay University National Alumni Association, dedicating minimal time to this role.
Employment History
Current Registrations
Kfa Private Wealth Group, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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