Kestra Private Wealth Services, LLC
Austin, TX·SEC-registered · CRD #155193
Kestra Private Wealth Services, LLC is an SEC-registered investment advisory firm in Austin, TX managing $13B across 33k client accounts, with 211 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$13B
Client accounts
33k
Advisory staff
211
Fee model
Fee-based
How Kestra Private Wealth Services, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Kestra Private Wealth Services, LLC
How much does Kestra Private Wealth Services, LLC manage?
Per its most recent SEC Form ADV filing (06/18/2026), Kestra Private Wealth Services, LLC reports $13B in regulatory assets under management across roughly 33k client accounts.
How does Kestra Private Wealth Services, LLC charge?
Kestra Private Wealth Services, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Kestra Private Wealth Services, LLC a fiduciary?
Yes. Kestra Private Wealth Services, LLC is registered with the U.S. Securities and Exchange Commission (CRD #155193), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Kestra Private Wealth Services, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Kestra Private Wealth Services, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Austin, TX
Profile compiled from Kestra Private Wealth Services, LLC's public SEC Form ADV filing (CRD #155193, filed 06/18/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Kestra Private Wealth Services, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Kestra Private Wealth Services, LLC? Claim this profile.