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Kestra Financial, Inc.

Managing MemberKestra Private Wealth Services, LLC

About Kestra Financial, Inc.

Kestra Financial, Inc. is listed as Managing Member 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 A

Frequently asked questions

Where does Kestra Financial, Inc. work?

Kestra Financial, Inc. is listed as Managing Member at Kestra Private Wealth Services, LLC on SEC Form ADV.

How much of Kestra Private Wealth Services, LLC does Kestra Financial, Inc. own?

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

Kestra Private Wealth Services, LLC

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2014