|
⚲
|
| Kestra Private Wealth Services LLC
✚
|
|
|---|---|
| CRD # | 155193 |
| SEC # | 801-71936 |
| CIK # | 0001649451 |
| AUM | $13.5 B (2026-06-18) |
| Employees | 211 (100% Investors, 95% Brokers) |
| Phone | 844-553-7872 |
| Address | 5707 Southwest Parkway Austin, TX 78735 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.3 | ||
| Nvidia Corp | 0.3 | ||
| Amazon Com Inc | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14,677 | 4.0 |
| (b) Individuals (high net worth individuals) | 5,300 | 9.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 0.0 |
| (h) Charitable organizations | 23 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 5 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 210 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 33,333 | 13.5 |
| By Discretionary | ||
| Discretionary | 33,279 | 13.4 |
| Non-Discretionary | 54 | 0.0 |
| Total | 33,333 | 13.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 13.5 | |
| Total | 33,333 | 13.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001649451] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Kestra Private Wealth Services LLC
✚
|
TX | 13.5 |
|
Kestra Institutional Services LLC
✚
|
TX | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mission Wealth Management LP
✚
|
CA | 13.9 |
|
Advisor Partners II LLC
✚
|
CA | 13.9 |
|
Madison Investment Advisors LLC
✚
|
WI | 13.8 |
|
Dolan McEniry Capital Management LLC
✚
|
IL | 13.8 |
|
Sapient Capital LLC
✚
|
IN | 13.8 |
|
Clearbrook Investment Consulting LLC
✚
|
NY | 13.7 |
|
Sarofim Trust Co LTA
✚
|
TX | 13.0 |
|
State Farm Investment Management Corp
✚
|
IL | 12.9 |
|
Independent Financial Group LLC
✚
|
CA | 12.9 |
|
Citizens Securities Inc
✚
|
RI | 12.9 |