KESTREL WEALTH MANAGEMENT, LLC

Overview

Kestrel Wealth Management, LLC is an SEC-registered independent advisory firm formed to serve individuals and families with discretionary portfolio management. The firm operates under an owner-type classification of an individual and charges clients on a percentage-of-AUM fee model. Its advisory activity centers on portfolio management for private individuals and small businesses, and it also accepts business or institutional mandates. Kestrel is not positioned as a capital allocator; instead it relies on externally managed solutions and third‑party funds to construct client portfolios. The firm does not identify as an active ESG investor. Fidelity Brokerage Services acts as the primary custodian for client assets, which supports Kestrel’s emphasis on managed accounts and mutual fund wrappers. The firm appears to run a concentrated, discretionary client practice rather than a large multi-state institutional platform.

Assets & Accounts

Public Holdings

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Location & Offices