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| Happy Holidays!! thanks for using AUM13F!! |
| Kestra Private Wealth Services LLC
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| CRD # | 155193 |
| SEC # | 801-71936 |
| CIK # | 0001649451 |
| AUM | $10.2 B (2025-04-14) |
| Employees | 198 (100% Investors, 97% Brokers) |
| Phone | 844-553-7872 |
| Address | 5707 Southwest Parkway Austin, TX 78735 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001649451 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Apple Inc | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| VISA Inc | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Tesla Motors Inc | 0.1 | ||
| Palantir Technologies Inc | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11,307 | 3.6 |
| (b) Individuals (high net worth individuals) | 4,122 | 6.4 |
| (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 | 16 | 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 | 158 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 27,816 | 10.2 |
| By Discretionary | ||
| Discretionary | 27,706 | 10.1 |
| Non-Discretionary | 110 | 0.1 |
| Total | 27,816 | 10.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.2 | |
| Total | 27,816 | 10.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001649451] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Kestra Private Wealth Services LLC
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|
TX | 10.2 |
|
Kestra Institutional Services LLC
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|
TX | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Asset Preservation Advisors LLC
✚
|
GA | 10.7 |
|
United Planners' Financial Services of America A Limited Partner
✚
|
AZ | 10.6 |
|
James Hambro & Partners LLP
✚
|
10.6 | |
|
CSM Advisors LLC
✚
|
PA | 10.3 |
|
Invesco Asset Management India PVT Ltd
✚
|
10.3 | |
|
McQueen Financial Advisors II Inc
✚
|
MI | 10.1 |
|
Mission Wealth Management LP
✚
|
CA | 10.0 |
|
Concurrent Investment Advisors LLC
✚
|
FL | 9.9 |
|
Aptus Capital Advisors LLC
✚
|
AL | 9.9 |
|
Prospera Financial Services Inc
✚
|
TX | 9.8 |