RIA Intel›Advisers›Texas›KESTRA PRIVATE WEALTH SERVICES, LLC

KESTRA PRIVATE WEALTH SERVICES, LLC

Advisory

N·AUSTIN, TX

Data as of Jul 20, 2026 · Source: SEC Form ADV

Total AUM

$13.5B

1-Year AUM Growth

+62.9%

3-Year CAGR

+34.7%

Employees

211

Assets Under Management

Total AUM$13.5B

Discretionary AUM$13.4B

Non-Discretionary AUM$18M

Discretionary %99.9%

Total Clients15,631

Team

Total Employees211

Investment Advisers211

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record100

First FilingOct 18, 2010

Latest FilingJul 20, 2026

🔒 Full AUM trend chart and 100 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on KESTRA PRIVATE WEALTH SERVICES, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.