| Name | Title | Ownership | Since |
|---|---|---|---|
| Jean-Luc Dupont | Head Of Cybersecurity And Technology Risk | Under 5% | 2023 |
| John Vincent Amore Control | President | Under 5% | 2025 |
| Kestra Financial, Inc. Control | Managing Member | Over 75% | 2014 |
Kestra Private Wealth Services, LLC reports $10.2 billion in regulatory assets under management on its Form ADV.
Kestra Private Wealth Services, LLC reports 198 employees.
Kestra Private Wealth Services, LLC is based in Austin, TX and has been SEC-registered since 2010.
Kestra Private Wealth Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX 78735 |
| Phone | 844-553-7872 |
| Office hours | 7a.m.-5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1649451 |
| Discloses disciplinary history | Yes |
| Discretionary | $10.12B |
| Non-discretionary | $88.7M |
| Total (RAUM) | $10.21B |