Kestra Private Wealth Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 31, 2026, reports $13.5B in regulatory assets under management, 211 employees, 42 offices, and 33,333 accounts.
Assets Under Management
$13.5B
Employees
211
Offices
42 offices
Total Clients
20,230
Primary office
AUSTIN, TX
5707 SOUTHWEST PARKWAY, BLDG. 2 STE 400, AUSTIN, TX, United States
Top client segmentIndividuals represent 72.6% of total clients.
Top client categories% of clientsClients
1
Individuals
72.6%
14,677
2
HNWI
26.2%
5,300
3
Corporations
1.0%
210
4
Charitable
0.1%
23
5
Pension Plans
0.1%
15
Additional categories (<0.1%)
Insurance Cos.5 clients
Categories with <5 clients
Banking or thrift institutions<5 clients
Other investment advisers<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$13.5Bas of May 29, 2026
Discretionary99.9%
$13.4B
100% of total RAUM99.9%
Non-discretionary0.1%
$18M
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$13.5B
Total Accounts33,333
10Y AUM Change+$12.4B (+1222.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees211
Clients per Employee96:1
10Y Employee Change+153 (+263.8%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.