Wealth Manager
    SEC Registered
    Manages Private Funds

    Kestra Private Wealth Services, LLC

    Registered investment advisor · Austin, Texas · CRD #155193

    Assets Under Management
    $13.5B
    Client Accounts
    33,333
    Employees
    211
    CRD Number
    155193
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Kestra Private Wealth Services, LLC

    Kestra Financial, Inc. is a national wealth management platform based in Austin, Texas. Founded in 1997, it empowers independent financial professionals by providing a comprehensive infrastructure, technology, and services for investment advisory, brokerage, and insurance solutions. The company operates several subsidiaries, including Kestra Investment Services and Kestra Advisory Services, and supports over 1,800 independent registered representatives across all 50 states. Kestra Financial man

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Kestra Private Wealth Services, LLC

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    Frequently Asked Questions

    What is Kestra Private Wealth Services, LLC's AUM?

    Kestra Private Wealth Services, LLC reports approximately $13.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Kestra Private Wealth Services, LLC headquartered?

    Kestra Private Wealth Services, LLC is headquartered in Austin, Texas.

    What is Kestra Private Wealth Services, LLC's CRD number?

    Kestra Private Wealth Services, LLC's CRD number is 155193. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Kestra Private Wealth Services, LLC manage?

    Kestra Private Wealth Services, LLC manages approximately 33,333 client accounts according to its latest SEC filing.

    Is Kestra Private Wealth Services, LLC SEC registered?

    Yes, Kestra Private Wealth Services, LLC is registered with the SEC as an investment adviser with an approved registration status.

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