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KESTRA PRIVATE WEALTH SERVICES, LLC
CRD 155193 · SEC 801-71936
5707 SOUTHWEST PARKWAY, BLDG. 2 STE 400, AUSTIN, TX, 78735, United States
Phone
844-553-7872
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$13.45B
Discretionary AUM
$13.43B
Team
211 total employees; 211 advisory reps; 109 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14677 | $3.98B |
| High net worth individuals | 5300 | $9.08B |
| Pension/profit sharing plans | 15 | $15.5M |
| Charitable organizations | 23 | $38.9M |
| Insurance companies | 5 | $13.3M |
| Corporations/business entities | 210 | $325.9M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/COMPANY/KESTRA-FINANCIAL
- HTTPS://WWW.FACEBOOK.COM/KESTRAFINANCIAL
- HTTPS://TWITTER.COM/KESTRAFINANCIAL
- HTTP://WWW.KESTRAFINANCIAL.COM
- https://www.linkedin.com/company/kestra-private-wealth-services/
- https://twitter.com/kestrapws
- https://www.facebook.com/KestraPrivateWealthServices/
- https://www.youtube.com/channel/UCyPENQPu-1_mr7PGZsv47Cg
Official SEC filing: View on IAPD