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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-28-2010
- Office Locations
- 2
Office Locations
About Kestrel Wealth Management, LLC
Kestrel Wealth is an independent, fiduciary RIA serving financially established families who value long-term, trust-based advice. The firm manages portfolios primarily with individual stocks and bonds, emphasizing wealth protection, cash flow, and after-fee/tax/inflation returns through rigorous fundamental research on high-quality companies. They coordinate retirement, tax, and estate planning with clients’ CPAs and attorneys, and custody/trade through Fidelity Investments.
Reported data analysis
What the numbers show
Between January 24, 2025 and January 6, 2026, reported AUM increased 7.3%, from $134.2M to $143.9M.
Across 5 reported observations, AUM increased 22.6% between November 30, 2022 and January 6, 2026, from $117.4M to $143.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 85 clients, or 42.5 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 2 reported office locations and 16 years in operation. The source data was last updated on January 6, 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 Kestrel Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ERIC FRANK KOSELAK
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #2439448
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Ryan Allan Koselak
--
- CRD
- #7970758
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $143,906,000 | $672,458 |
| Non-Discretionary | $0 | -- |
| Total | $143,906,000 | $672,458 |
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Separately Managed Accounts
SMA allocation detail is available
Kestrel Wealth Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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