Kestra Private Wealth Services, LLC

RIASEC RegisteredEst. 2010

Total AUM

$13.5B

Discretionary

$13.4B

100% of AUM

Avg account

$404K

Accounts

33,333

Employees

211

Advisory reps

218

Firm details

Headquarters: Austin, Texas
CRD number: 155193
Registered since: November 22, 2010
Website: www.kestrafinancial.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI67.52%
Individuals29.56%
Corporations / Businesses2.42%
Charitable Organizations0.29%
Pension & Profit Sharing Plans0.12%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Kestra Private Wealth Services, LLC is an independent registered investment adviser and capital allocator that serves both individual and institutional clients. The firm offers financial planning and discretionary portfolio management across client types, and it also provides pension consulting and selection-of-adviser services. Kestra operates under a mix of fee arrangements — percentage of AUM, hourly fees, and fixed fees — and maintains industry connections to broker-dealers, trust companies, insurance firms and other investment advisers. The firm is not an active ESG investor. Kestra was SEC-registered in 2010 and was named to AdvisorHub’s "50 RIA Firms to Watch" list for 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Public Funds/Mutual Funds55%
Exchange Traded Equities36%
Cash & Cash Equivalents5%
US Government Bonds2%
State & Local Bonds1%

Owners & executives

3 of 18

Justin Parker
Co-ceoCRD 4364398
Zachary Ashbee
CEO and Managing PartnerCRD 4071300
Jordan Cantrell
CEO/ Founder, Wealth AdvisorCRD 6253130

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Contacts

3 of 200

Gary Kiemele
Managing Partner, Financial AdvisorCRD 5650837
Tyler Mckean
Investment Advisor Representative and Registered RepresentativeCRD 5666746
Jason Ruel
Registered RepresentativeCRD 5722114