Investment adviser · CRD 122683

KASSOUF WEALTH ADVISORS, LLC

Investment adviser filing (IA)

BIRMINGHAM, AL, United States · Form ADV filed Mar 20, 2026

Regulatory AUM
$471M
Form ADV · Item 5.F
Client accounts
440
Accounts, not individual clients
Employees
10
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals112$337,467,49371.6%
Retirement plans39$104,886,18322.3%
Individuals86$25,189,1505.3%
CharitiesFewer than 5$3,222,0120.7%
Corporations & businessesFewer than 5$559,1530.1%
Filing source

Form ADV 2075889 · Mar 20, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 20, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2101 HIGHLAND AVENUE SOUTH, SUITE 650
BIRMINGHAM, AL, 35205-4022, United States

CRD 122683

Filing source

Form ADV 2075889 · Mar 20, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.