Kestra Private Wealth Services, LLC

RIASEC Registered

Total AUM

$13.5B

Discretionary

$13.4B

100% of AUM

Avg account

$404K

Accounts

33,333

Employees

211

Advisory reps

215

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 registered investment adviser that registered with the SEC in 2010. The firm acts as a capital allocator to both individual/family and institutional clients, offering financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting and selection-of-other-advisers services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Kestra maintains affiliations across the financial services ecosystem, including broker-dealer, trust company and insurance company relationships. The firm was named one of AdvisorHub’s "50 RIA Firms to Watch" in 2026.