KESTRA PRIVATE WEALTH SERVICES, LLC

Overview

Kestra Private Wealth Services, LLC is an independent registered investment adviser and capital allocator that provides wealth management and advisory services to individuals, families and institutional clients. The firm is organized as a limited liability company and has been SEC-registered since 2010. Its business model blends fee-based advisory work (percentage of AUM, hourly and fixed fees) with access to third‑party managers; the firm also performs selection-of-other-advisers duties and offers portfolio management and financial planning for both households and businesses. Service capabilities include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting support. Kestra Private Wealth Services maintains industry linkages across broker‑dealer, trust company and insurance channels, and positions itself to allocate capital to external fund managers and alternative strategies in support of client objectives. AdvisorHub named the firm to its "50 RIA Firms to Watch" list in 2026.

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Location & Offices