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KESTREL WEALTH MANAGEMENT, LLC

CRD 153503 · SEC 801-123414

Visit website

201 S. MAIN STREET, SUITE 503, SOUTH BEND, IN, 46601, United States

Phone

(574) 233-2200

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$143.9M

Discretionary AUM

$143.9M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-01-06

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals56$12.5M
High net worth individuals29$131.4M

States served

IN, MI

All web addresses on file

Official SEC filing: View on IAPD