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RIA / WealthAdvisorCertified Financial Planner22 years in industry

KURT Wayne ANGSTADT

Advisor at K WEALTH ADVISORS

BERWYN, PA

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Search this name across graphsid dfx:ria:a69e82cb-54ca-19a9-c9ae-97b81d5adf4d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 7, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: K WEALTH ADVISORS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 3, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Dec 3, 2003
First registration: Mar 7, 2007
Dual registered: no
Other names: KURT ANGSTADT
IAPD individual key: 4726951

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
K WEALTH ADVISORS	State registered	Mar 30, 2020	n/a	yes	BERWYN, PA	Current employment
SENSENIG CAPITAL ADVISORS, INC.	Independent wealth	Apr 3, 2017	Feb 28, 2020	no	COLLEGEVILLE, PA	Previous registration
NEWBRIDGE WEALTH MANAGEMENT	Independent wealth	Oct 28, 2014	Mar 22, 2017	no	BRYN MAWR, PA	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Mar 7, 2007	Oct 31, 2011	no	MALVERN, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SENSENIG CAPITAL ADVISORS, INC.	K WEALTH ADVISORS	Feb 28, 2020	Mar 30, 2020	31	Firm change	RIA to state RIA
NEWBRIDGE WEALTH MANAGEMENT	SENSENIG CAPITAL ADVISORS, INC.	Mar 22, 2017	Apr 3, 2017	12	Firm change	Other
VANGUARD ADVISERS, INC.	NEWBRIDGE WEALTH MANAGEMENT	Oct 31, 2011	Oct 28, 2014	1,093	Firm change after gap	Other

Relationships

Registered with (4)

→ K WEALTH ADVISORSRegistered adviserregistration: current employment
Mar 30, 2020 to presentfactForm ADV
→ SENSENIG CAPITAL ADVISORS, INC.Registered adviserregistration: previous registration
Apr 3, 2017 to Feb 28, 2020factForm ADV
→ NEWBRIDGE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Oct 28, 2014 to Mar 22, 2017factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Mar 7, 2007 to Oct 31, 2011factForm ADV

Dated events

No dated event names this entity yet.