Kestra Private Wealth Services, LLC

RIASEC RegisteredEst. 2010
Total AUM
$13.5B
Discretionary
$13.4B
100% of AUM
Avg account
$404K
Accounts
33,333
Employees
211
Advisory reps
220

Firm details

Headquarters
Austin, Texas
CRD number
155193
Registered since
November 22, 2010
Website
www.kestrafinancial.com
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI67.52%
  • Individuals29.56%
  • Corporations / Businesses2.42%
  • Charitable Organizations0.29%
  • Pension & Profit Sharing Plans0.12%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Kestra Private Wealth Services, LLC is an independent RIA organized as an LLC and registered with the SEC in 2010. The firm operates as a capital allocator for both individual and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of third‑party advisers. Its fee menu includes percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. Kestra notes industry affiliations across broker‑dealer, trust company and insurance channels. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 55%, Exchange Traded Equities 36%, Cash & Cash Equivalents 5%, US Government Bonds 2%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%55%
  • Public Funds/Mutual Funds55%
  • Exchange Traded Equities36%
  • Cash & Cash Equivalents5%
  • US Government Bonds2%
  • State & Local Bonds1%

Owners & executives

3 of 18
  • William Krivicich

    William Krivicich

    Founder & CEOCRD 2059402

  • Jonathan Woods

    Jonathan Woods

    Founding Partner & Chief Investment OfficerCRD 1671127

  • Zachary Ashbee

    Zachary Ashbee

    CEO and Managing PartnerCRD 4071300

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Contacts

3 of 202
  • Hannah Perez

    Hannah Perez

    Financial AdvisorCRD 7250660

  • Andres Yepes

    Andres Yepes

    Associate Director of Financial PlanningCRD 6645200

  • Dillon Hakes

    Dillon Hakes

    Portfolio ManagerCRD 6430432

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 971

Active vs passive

$4.7B in ETFs

Passive

71%

$3.4B

Active

24%

$1.4B

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$103M178,8612.19%
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Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
5707 Southwest Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth