Kestra Private Wealth Services, LLC
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
FINTRXOverview
Kestra Private Wealth Services, LLC is an independent RIA and capital allocator that provides advisory and wealth-management services to individuals, families and institutional clients. The firm is structured as an LLC, is SEC-registered (since 2010) and reports a mix of fee arrangements (percentage of AUM, hourly and fixed fees). Its advisory scope includes financial planning, portfolio management for individuals and businesses, pension consulting, and the selection of third‑party advisers. Kestra lists industry affiliations that include broker‑dealer, other investment adviser, trust company and insurance company relationships. The firm is not described as an active ESG investor. In 2026 it was named to AdvisorHub’s “50 RIA Firms to Watch.”
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities36%
- Cash & Cash Equivalents5%
- US Government Bonds2%
- State & Local Bonds1%
Owners & executives
3 of 17
William Krivicich
Founder & CEOCRD 2059402
Jonathan Woods
Founding Partner & Chief Investment OfficerCRD 1671127
Zachary Ashbee
CEO and Managing PartnerCRD 4071300
Contacts
3 of 202
Hannah Perez
Financial AdvisorCRD 7250660
Andres Yepes
Associate Director of Financial PlanningCRD 6645200
Dillon Hakes
Portfolio ManagerCRD 6430432
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 971Active vs passive
$4.7B in ETFs
71%
$3.4B
24%
$1.4B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $103M | 178,861 | 2.19% |
Location
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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