CRD: 155193
Kestra Private Wealth Services, LLC
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- Custodian
- Broadridge ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-22-2010
- Office Locations
- 87
Office Locations
About Kestra Private Wealth Services, LLC
Kestra Private Wealth Services is an Austin-based independent wealth management platform supporting independent advisors and their clients with transition support, practice management consulting, technology efficiencies, and succession planning. The firm delivers wealth/financial planning and portfolio construction using mutual funds and ETFs alongside fixed income and alternatives. Notable for direct access to senior leadership and a partnership with Zocks to deploy an AI assistant.
Reported data analysis
What the numbers show
Between October 21, 2025 and June 18, 2026, reported AUM increased 31.7%, from $10.2B to $13.5B.
Across 5 reported observations, AUM increased 216.5% between December 15, 2022 and June 18, 2026, from $4.2B to $13.5B.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 211 advisory representatives and 20,339 clients, or 96.4 clients per representative. That equates to $661.4K in reported AUM per client.
The profile lists 87 reported office locations and 15 years in operation. The source data was last updated on July 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Kestra Private Wealth Services, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN VINCENT AMORE
President
- CRD
- #5430932
- Ownership
- Less than 5%
ROBERT MASON BARTENSTEIN
Chief Executive Officer
- CRD
- #2503260
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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NADER JOSEPH AL-MOOSHI
--
- CRD
- #6783463
KELLY C ALMONTE
--
- CRD
- #4796791
Showing 2 of 223 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,433,949,529 | $403,676 |
| Non-Discretionary | $18,274,504 | $338,417 |
| Total | $13,452,224,033 | $403,571 |
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Separately Managed Accounts
SMA allocation detail is available
Kestra Private Wealth Services, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Kestra Private Wealth Services, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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