Kestrel Wealth Management, LLC
● SEC registered since 2022CRD 153503SEC# 801-123414South Bend, IN
Reg. AUM
$143.9M
Employees
2
Accounts
214
Location
South Bend, IN
Kestrel Wealth Management, LLC assets under management
Kestrel Wealth Management, LLC is a registered investment adviser overseen by the SEC based in South Bend, IN. The firm has been registered since 2022. It reports $143.9 million in regulatory assets under management and employs 2 people.
Kestrel Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Frank Koselak Control | Managing Member/Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Kestrel Wealth Management, LLC manage?
Kestrel Wealth Management, LLC reports $143.9 million in regulatory assets under management on its Form ADV.
How many employees does Kestrel Wealth Management, LLC have?
Kestrel Wealth Management, LLC reports 2 employees.
Where is Kestrel Wealth Management, LLC located?
Kestrel Wealth Management, LLC is based in South Bend, IN and has been SEC-registered since 2022.
Does Kestrel Wealth Management, LLC disclose fund performance?
Kestrel Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 201 S. Main Street, Suite 503, South Bend, IN 46601 |
| Phone | (574) 233-2200 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$143.9M▲ 7%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$143.9Mregulatory AUM
Discretionary $143.9M