firm profile
Kestra Private Wealth Services, LLC
Overview
Kestra Private Wealth Services, LLC is an SEC registered investment adviser based in Austin, TX, registered since 2010. It reports $13.5B in assets under management across 33,333 accounts, with 211 employees. It has 208 investment adviser representatives.
- Reported AUM
- $13.5B
- Discretionary
- 100%
- Accounts
- 33,333
- Average account
- $404K
- Employees
- 211
- Advisory reps
- 208
- Registered since
- 2010
- Jurisdictions
- 53
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 10
- Robert Mason Bartenstein Chief Executive Officer CRD 2503260
- John Vincent Amore President CRD 5430932
- Michael Ross Pedlow Executive Vice President, Chief Compliance Officer CRD 4871563
7 more executive officers, with direct contact details
Advisory reps 3 of 208
- Kelly C Almonte Registered Rep · Investment Adviser Rep CRD 4796791
- Nader Joseph Al-Mooshi Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6783463
- Ashley Teresa Ament Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5591463
205 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 5707 Southwest Pkwy Ste 2-400
Austin, TX 78735 - County
- Travis
- Metro area
- Austin-Round Rock-Georgetown, TX
- Region
- South
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: kestrafinancial.com
Every state, with registration dates
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