LP Profile

Kestra Private Wealth Services

Also known as kestra private wealth services

Wealth ManagerAustin, United StatesFounded 1997
$1.5B
Assets Under Management
Austin
Headquarters
Investment Focus

About Kestra Private Wealth Services

Kestra Private Wealth Services is a wealth manager based in Austin, US. Founded in 1997. Reported AUM: 1452 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Kestra Private Wealth Services from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$13.5B
Total Clients
33,333
Filing Date
May 29, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Kestra Private Wealth Services across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Kestra Private Wealth Services?

Kestra Private Wealth Services is a wealth manager based in Austin, United States, managing approximately $1.5B in assets.

Where is Kestra Private Wealth Services headquartered?

Kestra Private Wealth Services is headquartered in Austin, United States.

How much does Kestra Private Wealth Services manage?

Kestra Private Wealth Services manages approximately $1.5B in assets under management.

When was Kestra Private Wealth Services founded?

Kestra Private Wealth Services was founded in 1997.

How can I contact Kestra Private Wealth Services?

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