CRD: 155193
Kestra Private Wealth Services, LLC
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- Custodian
- Broadridge ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
RENEE ALDERMAN
--
- CRD
- #4269458
Showing 2 of 224 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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