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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 24, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KOSELAK, ERIC, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KOSELAK, ERIC, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KOSELAK, ERIC, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KOSELAK, ERIC, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KOSELAK, ERIC, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KOSELAK, ERIC, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KOSELAK, ERIC, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KOSELAK, ERIC, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KOSELAK, ERIC, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KOSELAK, ERIC, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KOSELAK, ERIC, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KOSELAK, ERIC, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 24, 2025 REGISTERED
Notice Filings (2)
IN MI
Address
201 S. MAIN STREETSUITE 503
SOUTH BEND, IN 46601
United States
Phone: (574) 233-2200