SEC Form ADV · CIK 1649451

KESTRA PRIVATE WEALTH SERVICES, LLC

Registered Investment AdviserTX
$13.5B
Assets Under Management
109
Total Clients
211
Employees
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Registration Details

CIK
1649451
Accession
crd-155193
Location
AUSTIN, TX
Filing Date
June 18, 2026
AUM
$13.5B
Total Clients
109
Institutional Clients
43
Employees
211
Amendment
No

Client Types

IndividualsHNW IndividualsBanksPension PlansCharitable OrganizationsGovernment EntitiesOther AdvisersInsurance CompaniesSovereign Wealth FundsCorporations

About this Adviser

KESTRA PRIVATE WEALTH SERVICES, LLC is a registered investment adviser headquartered in AUSTIN, TX, managing approximately $13.5B in assets across 109 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.