SOUTH BEND, INCRD 153503Latest ADV January 6, 2026
Kestrel Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in South Bend, IN. Its latest Form ADV filing, dated January 6, 2026, reports $144M in regulatory assets under management, 2 employees, 1 office, and 214 accounts.
Assets Under Management
$144M
Employees
2
Offices
1 office
Total Clients
85
Primary office
SOUTH BEND, IN
201 S. MAIN STREET, SUITE 503, SOUTH BEND, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.9% of total clients.
Top client categories% of clientsClients
1
Individuals
65.9%
56
2
HNWI
34.1%
29
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$144Mas of January 6, 2026
Discretionary100.0%
$144M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$144M
Total Accounts214
10Y AUM Change+$27M (+22.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee43:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.