Kassouf Wealth Advisors, LLC

$471.3MAssets under management
as of Mar 2026 · SEC Form ADV
Birmingham, AL
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Tech stack

No one at Kassouf Wealth Advisors, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Kassouf Wealth Advisors, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Matrix Trust
Per Form ADV · $74M held · filed Oct 2024