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Tricia Lynn Lepofsky

KFA Private Wealth Group, LLC

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About Tricia Lynn Lepofsky

Tricia Lepofsky is an investment advisor representative at KFA Private Wealth Group, LLC and has been in the industry since June 2016. Tricia specializes in financial planning, portfolio management, and pension consulting for individuals and businesses. Tricia is licensed in Virginia and holds the Series 65 and SIE exams. Tricia is also a licensed insurance agent in Virginia. In addition to her work as an investment advisor, Tricia is also an independent musician and singer. Tricia is committed to providing her clients with personalized and comprehensive financial advice.

Firm Information

Tricia Lepofsky is currently registered with KFA Private Wealth Group, LLC. KFA Private Wealth Group, LLC is a registered investment advisor located in Tyson, VA. The firm provides financial planning, pension consulting, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and charitable organizations. They manage approximately $784 million in assets for their clients.
KFA Private Wealth Group, LLC

8350 BROAD ST.

TYSON, VA 22102-5151

$784.48M

Assets Under Management

56

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Tricia Lepofsky’s Registration & Firm History

VA

10/01/2020 - Present

KFA Private Wealth Group, LLC (TYSON VA)

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Licenses & Designations

IA

Issued 10/01/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/31/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tricia Lynn Lepofsky.
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