Kestrel Wealth Management, LLC

Overview

Kestrel Wealth Management, LLC is an SEC registered investment adviser based in South Bend, IN, registered since 2012. It reports $144M in assets under management across 214 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$144M

Discretionary

100%

Accounts

214

Average account

$672K

Employees

2

Advisory reps

2

Registered since

2012

Jurisdictions

2

As reported in the firm's January 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 1 of 1

• Eric Frank Koselak Managing Member, Chief Compliance Officer CRD 2439448

Advisory reps 2 of 2

• Eric Frank Koselak Investment Adviser Rep CRD 2439448
• Ryan Allan Koselak Investment Adviser Rep CRD 7970758

Location

Headquarters

201 S Main St Ste 503
South Bend, IN 46601

County

St Joseph

Metro area

South Bend-Mishawaka, IN-MI

Region

Midwest

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: kestrelwealth.com

Every state, with registration dates

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