PPrivate Fund Data Log in Join · $37/mo

Kestra Advisor Services Holdings B, Inc

OwnerKestra Private Wealth Services, LLC

About Kestra Advisor Services Holdings B, Inc

Kestra Advisor Services Holdings B, Inc is listed as Owner at Kestra Private Wealth Services, LLC in Austin, TX. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Kestra Private Wealth Services, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Kestra Advisor Services Holdings B, Inc work?

Kestra Advisor Services Holdings B, Inc is listed as Owner at Kestra Private Wealth Services, LLC on SEC Form ADV.

How much of Kestra Private Wealth Services, LLC does Kestra Advisor Services Holdings B, Inc own?

Form ADV reports a beneficial ownership band of Over 75%.

Kestra Private Wealth Services, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2014