KESTREL WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$143,906,000
Discretionary
$143,906,000
Non-discretionary
$0
Firm details
- CRD number
- 153503
- SEC file number
- 801-123414
- Main office
- SOUTH BEND, IN, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTPS://WWW.KESTRELWEALTH.COM
- Fee structure
-
Percentage of AUM
As of November 2026.