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Kestrel Wealth Management, LLC

● SEC registered since 2022CRD 153503SEC# 801-123414South Bend, IN
Export (members)
Reg. AUM
$134.2M
Employees
2
Accounts
202
Location
South Bend, IN

Kestrel Wealth Management, LLC assets under management

Kestrel Wealth Management, LLC is a registered investment adviser overseen by the SEC based in South Bend, IN. The firm has been registered since 2022. It reports $134.2 million in regulatory assets under management and employs 2 people.
www.kestrelwealth.comView on SEC.gov ↗

Kestrel Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Eric Frank Koselak ControlManaging Member/Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does Kestrel Wealth Management, LLC manage?

Kestrel Wealth Management, LLC reports $134.2 million in regulatory assets under management on its Form ADV.

How many employees does Kestrel Wealth Management, LLC have?

Kestrel Wealth Management, LLC reports 2 employees.

Where is Kestrel Wealth Management, LLC located?

Kestrel Wealth Management, LLC is based in South Bend, IN and has been SEC-registered since 2022.

Does Kestrel Wealth Management, LLC disclose fund performance?

Kestrel Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address201 S. Main Street, Suite 503, South Bend, IN 46601
Phone(574) 233-2200
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$134.2M
Non-discretionary$0
Total (RAUM)$134.2M