KESTREL WEALTH MANAGEMENT, LLC
CRD #153503 SEC #801-123414 SOUTH BEND, IN (574) 233-2200
SEC Registered
Total AUM
$134.2M
Discretionary
$134.2M
Employees
2
Clients
0
Accounts
202
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $134.2M | $134.2M | $0 | 2 | 0 |
| Jan 2024 | $127.8M | $127.8M | $0 | 1 | 0 |
| Nov 2023 | $108.4M | $108.4M | $0 | 1 | 0 |
| Jan 2023 | $108.4M | $108.4M | $0 | 1 | 0 |
| Nov 2022 | $117.4M | $117.4M | $0 | 1 | 0 |
| Apr 2022 | $117.4M | $117.4M | $0 | 1 | 0 |
| Feb 2022 | $117.4M | $117.4M | $0 | 1 | 0 |
| Dec 2011 | $51M | $50.7M | $220.6K | 1 | 11 |
| Mar 2011 | $51M | $50.7M | $220.6K | 5 | -- |
| Jan 2011 | $35M | $35M | $0 | 5 | -- |
| Jul 2010 | $35M | $35M | $0 | 5 | -- |
DateJan 2025
Total AUM$134.2M
Discretionary$134.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$127.8M
Discretionary$127.8M
Non-Disc.$0
Employees1
Clients0
DateNov 2023
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees1
Clients0
DateJan 2023
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees1
Clients0
DateNov 2022
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees1
Clients0
DateApr 2022
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees1
Clients0
DateFeb 2022
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees1
Clients0
DateDec 2011
Total AUM$51M
Discretionary$50.7M
Non-Disc.$220.6K
Employees1
Clients11
DateMar 2011
Total AUM$51M
Discretionary$50.7M
Non-Disc.$220.6K
Employees5
Clients--
DateJan 2011
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--