Kestra Private Wealth Services, LLC
● SEC registered since 2010CRD 155193SEC# 801-71936Austin, TX
Reg. AUM
$13.45B
Employees
211
Accounts
33,333
Location
Austin, TX
Kestra Private Wealth Services, LLC assets under management
Kestra Private Wealth Services, LLC is an investment advisory firm registered with the SEC based in Austin, TX. The firm has been registered since 2010. It reports $13.5 billion in regulatory assets under management and employs 211 people.
Kestra Private Wealth Services, LLC owners & executives
20 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Diane Xavier Control | Evp, Client Experience Officer | Under 5% | 2025 |
| Jean-Luc Dupont | Head Of Cybersecurity And Technology Risk | Under 5% | 2023 |
| Jeremy Scott Carr | Evp, General Counsel | Under 5% | 2025 |
See all 20 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Kestra Private Wealth Services, LLC manage?
Kestra Private Wealth Services, LLC reports $13.5 billion in regulatory assets under management on its Form ADV.
How many employees does Kestra Private Wealth Services, LLC have?
Kestra Private Wealth Services, LLC reports 211 employees.
Where is Kestra Private Wealth Services, LLC located?
Kestra Private Wealth Services, LLC is based in Austin, TX and has been SEC-registered since 2010.
Does Kestra Private Wealth Services, LLC disclose fund performance?
Kestra Private Wealth Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX 78735 |
| Phone | 844-553-7872 |
| Office hours | 7a.m.-5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1649451 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$13.45B▲ 84%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers
Assets under management
$13.45Bregulatory AUM
Discretionary $13.43BNon-discretionary $18.3M