Skip to main content

KESTRA PRIVATE WEALTH SERVICES, LLC

SEC Form ADV profile.

Total regulatory AUM
$13,452,224,033
Discretionary
$13,433,949,529
Non-discretionary
$18,274,504

Firm details

CRD number
155193
SEC file number
801-71936
Main office
AUSTIN, TX, United States
Employees
211
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.