KESTRA PRIVATE WEALTH SERVICES, LLC
CRD #155193 SEC #801-71936 AUSTIN, TX 844-553-7872
SEC Registered Disclosures
Total AUM
$10.2B
Discretionary
$10.1B
Employees
198
Clients
51
Accounts
27,816
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $10.2B | $10.1B | $88.7M | 198 | 83 |
| Oct 2025 | $10.2B | $10.1B | $88.7M | 198 | 83 |
| Aug 2025 | $10.2B | $10.1B | $88.7M | 198 | 83 |
| Apr 2025 | $10.2B | $10.1B | $88.7M | 198 | 83 |
| Apr 2025 | $10.2B | $10.1B | $88.7M | 198 | 83 |
| Mar 2025 | $10.2B | $10.1B | $88.7M | 198 | 83 |
| Feb 2025 | $7.3B | $7.3B | $11.6M | 158 | 95 |
| Jan 2025 | $7.3B | $7.3B | $11.6M | 158 | 95 |
| Jan 2025 | $7.3B | $7.3B | $11.6M | 158 | 95 |
| Nov 2024 | $7.3B | $7.3B | $11.6M | 158 | 95 |
| Sep 2024 | $7.3B | $7.3B | $11.6M | 158 | 95 |
| Jul 2024 | $7.3B | $7.3B | $11.6M | 158 | 95 |
| Mar 2024 | $7.3B | $7.3B | $11.6M | 158 | 95 |
| Feb 2024 | $4.5B | $4.5B | $12.8M | 119 | 67 |
| Jan 2024 | $4.5B | $4.5B | $12.8M | 119 | 67 |
| Oct 2023 | $4.5B | $4.5B | $12.8M | 119 | 67 |
| Sep 2023 | $4.5B | $4.5B | $12.8M | 119 | 67 |
| Jul 2023 | $4.5B | $4.5B | $12.8M | 119 | 67 |
| May 2023 | $4.5B | $4.5B | $12.8M | 119 | 67 |
| Mar 2023 | $4.5B | $4.5B | $12.8M | 119 | 67 |
| Mar 2023 | $4.2B | $4.2B | $784.3K | 102 | 75 |
| Feb 2023 | $4.2B | $4.2B | $784.3K | 102 | 75 |
| Jan 2023 | $4.2B | $4.2B | $784.3K | 102 | 75 |
| Dec 2022 | $4.2B | $4.2B | $784.3K | 102 | 75 |
| Nov 2022 | $4.2B | $4.2B | $784.3K | 102 | 75 |
| Aug 2022 | $4.2B | $4.2B | $784.3K | 102 | 75 |
| Jul 2022 | $4.2B | $4.2B | $784.3K | 102 | 75 |
| Mar 2022 | $4.2B | $4.2B | $784.3K | 102 | 75 |
| Jan 2022 | $3B | $3B | $359.1K | 82 | 30 |
| Jan 2022 | $3B | $3B | $359.1K | 82 | 30 |
| Nov 2021 | $3B | $3B | $359.1K | 82 | 30 |
| Oct 2021 | $3B | $3B | $359.1K | 82 | 30 |
| Jul 2021 | $3B | $3B | $359.1K | 82 | 30 |
| Jun 2021 | $3B | $3B | $359.1K | 82 | 30 |
| Apr 2021 | $3B | $3B | $359.1K | 82 | 30 |
| Mar 2021 | $3B | $3B | $359.1K | 82 | 30 |
| Dec 2020 | $2.1B | $2.1B | $94.5M | 58 | 9 |
| Sep 2020 | $2.1B | $2.1B | $94.5M | 58 | 9 |
| Jun 2020 | $2.1B | $2.1B | $94.5M | 58 | 9 |
| Mar 2020 | $2.1B | $2.1B | $94.5M | 58 | 9 |
| Jan 2020 | $1.6B | $1.5B | $70.8M | 69 | 9 |
| Jul 2019 | $1.6B | $1.5B | $70.8M | 69 | 9 |
| Jun 2019 | $1.6B | $1.5B | $70.8M | 69 | 9 |
| May 2019 | $1.6B | $1.5B | $70.8M | 69 | 9 |
| Mar 2019 | $1.6B | $1.5B | $70.8M | 69 | 9 |
| Mar 2019 | $1.6B | $1.5B | $70.8M | 69 | 9 |
| May 2018 | $1.4B | $1.4B | $43.3M | 46 | 9 |
| Mar 2018 | $1.4B | $1.4B | $43.3M | 46 | 9 |
| Aug 2017 | $1B | $987.7M | $29.4M | 58 | 3,700 |
| Jun 2017 | $1B | $987.7M | $29.4M | 58 | 3,700 |
| Jun 2017 | $1B | $987.7M | $29.4M | 58 | 3,700 |
| May 2017 | $1B | $987.7M | $29.4M | 58 | 3,700 |
| Mar 2017 | $1B | $987.7M | $29.4M | 58 | 3,700 |
| Feb 2017 | $926.1M | $459.8M | $466.3M | 44 | 3,100 |
| Oct 2016 | $926.1M | $459.8M | $466.3M | 44 | 3,100 |
| Aug 2016 | $926.1M | $459.8M | $466.3M | 44 | 3,100 |
| Jul 2016 | $926.1M | $459.8M | $466.3M | 44 | 3,100 |
| Apr 2016 | $926.1M | $459.8M | $466.3M | 44 | 3,100 |
| Apr 2016 | $926.1M | $459.8M | $466.3M | 44 | 3,100 |
| Apr 2016 | $926.1M | $459.8M | $466.3M | 44 | 3,100 |
| Mar 2016 | $926.1M | $459.8M | $466.3M | 44 | 3,100 |
| Dec 2015 | $818.2M | $352.6M | $465.6M | 42 | 3,100 |
| Jul 2015 | $818.2M | $352.6M | $465.6M | 42 | 3,100 |
| Jun 2015 | $818.2M | $352.6M | $465.6M | 42 | 3,100 |
| Apr 2015 | $818.2M | $352.6M | $465.6M | 42 | 3,100 |
| Mar 2015 | $818.2M | $352.6M | $465.6M | 42 | 3,100 |
| Jan 2015 | $1B | $681.2M | $349.6M | 39 | 3,100 |
| Dec 2014 | $1B | $681.2M | $349.6M | 39 | 3,100 |
| Nov 2014 | $1B | $681.2M | $349.6M | 39 | 3,100 |
| Nov 2014 | $1B | $681.2M | $349.6M | 39 | 3,100 |
| Oct 2014 | $1B | $681.2M | $349.6M | 39 | 3,100 |
| Aug 2014 | $1B | $681.2M | $349.6M | 39 | 3,100 |
| Aug 2014 | $1B | $681.2M | $349.6M | 39 | 3,100 |
| Aug 2014 | $1B | $681.2M | $349.6M | 39 | 3,100 |
| Jul 2014 | $1B | $681.2M | $349.6M | 39 | 3,100 |
| Jul 2014 | $1B | $681.2M | $349.6M | 39 | 3,100 |
| Jul 2014 | $1B | $681.2M | $349.6M | 39 | 3,100 |
| Mar 2014 | $1B | $681.2M | $349.6M | 39 | 3,100 |
| Feb 2014 | $685.9M | $504.2M | $181.7M | 38 | 900 |
| Feb 2014 | $685.9M | $504.2M | $181.7M | 38 | 900 |
| Feb 2014 | $685.9M | $504.2M | $181.7M | 38 | 900 |
| Feb 2014 | $685.9M | $504.2M | $181.7M | 38 | 900 |
| Oct 2013 | $685.9M | $504.2M | $181.7M | 38 | 900 |
| Aug 2013 | $561.1M | $378.7M | $182.4M | 38 | 900 |
| Mar 2013 | $561.1M | $378.7M | $182.4M | 38 | 900 |
| Mar 2013 | $561.1M | $378.7M | $182.4M | 38 | 900 |
| Jan 2013 | $556.6M | $265.4M | $291.2M | 43 | 900 |
| Dec 2012 | $556.6M | $265.4M | $291.2M | 31 | 900 |
| Oct 2012 | $556.6M | $265.4M | $291.2M | 31 | 900 |
| Sep 2012 | $556.6M | $265.4M | $291.2M | 6 | 900 |
| Sep 2012 | $556.6M | $265.4M | $291.2M | 6 | 900 |
| Aug 2012 | $556.6M | $265.4M | $291.2M | 6 | 900 |
| Aug 2012 | $556.6M | $265.4M | $291.2M | 6 | 900 |
| Aug 2012 | $556.6M | $265.4M | $291.2M | 6 | 900 |
| Aug 2012 | $556.6M | $265.4M | $291.2M | 6 | 900 |
| Jul 2012 | $556.6M | $265.4M | $291.2M | 6 | 900 |
| Jun 2012 | $224M | $110.6M | $113.4M | 6 | 200 |
| Apr 2012 | $224M | $110.6M | $113.4M | 6 | 200 |
| Mar 2012 | $224M | $110.6M | $113.4M | 6 | 200 |
| Feb 2012 | $224M | $110.6M | $113.4M | 6 | 200 |
| Feb 2012 | $108M | $0 | $108M | 6 | 200 |
| Nov 2011 | $108M | $0 | $108M | 6 | 200 |
| Nov 2011 | $108M | $0 | $108M | 6 | 200 |
| Nov 2011 | $108M | $0 | $108M | 6 | 200 |
| Apr 2011 | $109.1M | $0 | $109.1M | 10 | -- |
| Dec 2010 | $0 | $0 | $0 | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
DateOct 2025
Total AUM$10.2B
Discretionary$10.1B
Non-Disc.$88.7M
Employees198
Clients83
DateOct 2025
Total AUM$10.2B
Discretionary$10.1B
Non-Disc.$88.7M
Employees198
Clients83
DateAug 2025
Total AUM$10.2B
Discretionary$10.1B
Non-Disc.$88.7M
Employees198
Clients83
DateApr 2025
Total AUM$10.2B
Discretionary$10.1B
Non-Disc.$88.7M
Employees198
Clients83
DateApr 2025
Total AUM$10.2B
Discretionary$10.1B
Non-Disc.$88.7M
Employees198
Clients83
DateMar 2025
Total AUM$10.2B
Discretionary$10.1B
Non-Disc.$88.7M
Employees198
Clients83
DateFeb 2025
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$11.6M
Employees158
Clients95
DateJan 2025
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$11.6M
Employees158
Clients95
DateJan 2025
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$11.6M
Employees158
Clients95
DateNov 2024
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$11.6M
Employees158
Clients95
DateSep 2024
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$11.6M
Employees158
Clients95
DateJul 2024
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$11.6M
Employees158
Clients95
DateMar 2024
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$11.6M
Employees158
Clients95
DateFeb 2024
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$12.8M
Employees119
Clients67
DateJan 2024
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$12.8M
Employees119
Clients67
DateOct 2023
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$12.8M
Employees119
Clients67
DateSep 2023
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$12.8M
Employees119
Clients67
DateJul 2023
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$12.8M
Employees119
Clients67
DateMay 2023
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$12.8M
Employees119
Clients67
DateMar 2023
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$12.8M
Employees119
Clients67
DateMar 2023
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$784.3K
Employees102
Clients75
DateFeb 2023
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$784.3K
Employees102
Clients75
DateJan 2023
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$784.3K
Employees102
Clients75
DateDec 2022
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$784.3K
Employees102
Clients75
DateNov 2022
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$784.3K
Employees102
Clients75
DateAug 2022
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$784.3K
Employees102
Clients75
DateJul 2022
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$784.3K
Employees102
Clients75
DateMar 2022
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$784.3K
Employees102
Clients75
DateJan 2022
Total AUM$3B
Discretionary$3B
Non-Disc.$359.1K
Employees82
Clients30
DateJan 2022
Total AUM$3B
Discretionary$3B
Non-Disc.$359.1K
Employees82
Clients30
DateNov 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$359.1K
Employees82
Clients30
DateOct 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$359.1K
Employees82
Clients30
DateJul 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$359.1K
Employees82
Clients30
DateJun 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$359.1K
Employees82
Clients30
DateApr 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$359.1K
Employees82
Clients30
DateMar 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$359.1K
Employees82
Clients30
DateDec 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$94.5M
Employees58
Clients9
DateSep 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$94.5M
Employees58
Clients9
DateJun 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$94.5M
Employees58
Clients9
DateMar 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$94.5M
Employees58
Clients9
DateJan 2020
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$70.8M
Employees69
Clients9
DateJul 2019
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$70.8M
Employees69
Clients9
DateJun 2019
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$70.8M
Employees69
Clients9
DateMay 2019
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$70.8M
Employees69
Clients9
DateMar 2019
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$70.8M
Employees69
Clients9
DateMar 2019
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$70.8M
Employees69
Clients9
DateMay 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$43.3M
Employees46
Clients9
DateMar 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$43.3M
Employees46
Clients9
DateAug 2017
Total AUM$1B
Discretionary$987.7M
Non-Disc.$29.4M
Employees58
Clients3,700
DateJun 2017
Total AUM$1B
Discretionary$987.7M
Non-Disc.$29.4M
Employees58
Clients3,700
DateJun 2017
Total AUM$1B
Discretionary$987.7M
Non-Disc.$29.4M
Employees58
Clients3,700
DateMay 2017
Total AUM$1B
Discretionary$987.7M
Non-Disc.$29.4M
Employees58
Clients3,700
DateMar 2017
Total AUM$1B
Discretionary$987.7M
Non-Disc.$29.4M
Employees58
Clients3,700
DateFeb 2017
Total AUM$926.1M
Discretionary$459.8M
Non-Disc.$466.3M
Employees44
Clients3,100
DateOct 2016
Total AUM$926.1M
Discretionary$459.8M
Non-Disc.$466.3M
Employees44
Clients3,100
DateAug 2016
Total AUM$926.1M
Discretionary$459.8M
Non-Disc.$466.3M
Employees44
Clients3,100
DateJul 2016
Total AUM$926.1M
Discretionary$459.8M
Non-Disc.$466.3M
Employees44
Clients3,100
DateApr 2016
Total AUM$926.1M
Discretionary$459.8M
Non-Disc.$466.3M
Employees44
Clients3,100
DateApr 2016
Total AUM$926.1M
Discretionary$459.8M
Non-Disc.$466.3M
Employees44
Clients3,100
DateApr 2016
Total AUM$926.1M
Discretionary$459.8M
Non-Disc.$466.3M
Employees44
Clients3,100
DateMar 2016
Total AUM$926.1M
Discretionary$459.8M
Non-Disc.$466.3M
Employees44
Clients3,100
DateDec 2015
Total AUM$818.2M
Discretionary$352.6M
Non-Disc.$465.6M
Employees42
Clients3,100
DateJul 2015
Total AUM$818.2M
Discretionary$352.6M
Non-Disc.$465.6M
Employees42
Clients3,100
DateJun 2015
Total AUM$818.2M
Discretionary$352.6M
Non-Disc.$465.6M
Employees42
Clients3,100
DateApr 2015
Total AUM$818.2M
Discretionary$352.6M
Non-Disc.$465.6M
Employees42
Clients3,100
DateMar 2015
Total AUM$818.2M
Discretionary$352.6M
Non-Disc.$465.6M
Employees42
Clients3,100
DateJan 2015
Total AUM$1B
Discretionary$681.2M
Non-Disc.$349.6M
Employees39
Clients3,100
DateDec 2014
Total AUM$1B
Discretionary$681.2M
Non-Disc.$349.6M
Employees39
Clients3,100
DateNov 2014
Total AUM$1B
Discretionary$681.2M
Non-Disc.$349.6M
Employees39
Clients3,100
DateNov 2014
Total AUM$1B
Discretionary$681.2M
Non-Disc.$349.6M
Employees39
Clients3,100
DateOct 2014
Total AUM$1B
Discretionary$681.2M
Non-Disc.$349.6M
Employees39
Clients3,100
DateAug 2014
Total AUM$1B
Discretionary$681.2M
Non-Disc.$349.6M
Employees39
Clients3,100
DateAug 2014
Total AUM$1B
Discretionary$681.2M
Non-Disc.$349.6M
Employees39
Clients3,100
DateAug 2014
Total AUM$1B
Discretionary$681.2M
Non-Disc.$349.6M
Employees39
Clients3,100
DateJul 2014
Total AUM$1B
Discretionary$681.2M
Non-Disc.$349.6M
Employees39
Clients3,100
DateJul 2014
Total AUM$1B
Discretionary$681.2M
Non-Disc.$349.6M
Employees39
Clients3,100
DateJul 2014
Total AUM$1B
Discretionary$681.2M
Non-Disc.$349.6M
Employees39
Clients3,100
DateMar 2014
Total AUM$1B
Discretionary$681.2M
Non-Disc.$349.6M
Employees39
Clients3,100
DateFeb 2014
Total AUM$685.9M
Discretionary$504.2M
Non-Disc.$181.7M
Employees38
Clients900
DateFeb 2014
Total AUM$685.9M
Discretionary$504.2M
Non-Disc.$181.7M
Employees38
Clients900
DateFeb 2014
Total AUM$685.9M
Discretionary$504.2M
Non-Disc.$181.7M
Employees38
Clients900
DateFeb 2014
Total AUM$685.9M
Discretionary$504.2M
Non-Disc.$181.7M
Employees38
Clients900
DateOct 2013
Total AUM$685.9M
Discretionary$504.2M
Non-Disc.$181.7M
Employees38
Clients900
DateAug 2013
Total AUM$561.1M
Discretionary$378.7M
Non-Disc.$182.4M
Employees38
Clients900
DateMar 2013
Total AUM$561.1M
Discretionary$378.7M
Non-Disc.$182.4M
Employees38
Clients900
DateMar 2013
Total AUM$561.1M
Discretionary$378.7M
Non-Disc.$182.4M
Employees38
Clients900
DateJan 2013
Total AUM$556.6M
Discretionary$265.4M
Non-Disc.$291.2M
Employees43
Clients900
DateDec 2012
Total AUM$556.6M
Discretionary$265.4M
Non-Disc.$291.2M
Employees31
Clients900
DateOct 2012
Total AUM$556.6M
Discretionary$265.4M
Non-Disc.$291.2M
Employees31
Clients900
DateSep 2012
Total AUM$556.6M
Discretionary$265.4M
Non-Disc.$291.2M
Employees6
Clients900
DateSep 2012
Total AUM$556.6M
Discretionary$265.4M
Non-Disc.$291.2M
Employees6
Clients900
DateAug 2012
Total AUM$556.6M
Discretionary$265.4M
Non-Disc.$291.2M
Employees6
Clients900
DateAug 2012
Total AUM$556.6M
Discretionary$265.4M
Non-Disc.$291.2M
Employees6
Clients900
DateAug 2012
Total AUM$556.6M
Discretionary$265.4M
Non-Disc.$291.2M
Employees6
Clients900
DateAug 2012
Total AUM$556.6M
Discretionary$265.4M
Non-Disc.$291.2M
Employees6
Clients900
DateJul 2012
Total AUM$556.6M
Discretionary$265.4M
Non-Disc.$291.2M
Employees6
Clients900
DateJun 2012
Total AUM$224M
Discretionary$110.6M
Non-Disc.$113.4M
Employees6
Clients200
DateApr 2012
Total AUM$224M
Discretionary$110.6M
Non-Disc.$113.4M
Employees6
Clients200
DateMar 2012
Total AUM$224M
Discretionary$110.6M
Non-Disc.$113.4M
Employees6
Clients200
DateFeb 2012
Total AUM$224M
Discretionary$110.6M
Non-Disc.$113.4M
Employees6
Clients200
DateFeb 2012
Total AUM$108M
Discretionary$0
Non-Disc.$108M
Employees6
Clients200
DateNov 2011
Total AUM$108M
Discretionary$0
Non-Disc.$108M
Employees6
Clients200
DateNov 2011
Total AUM$108M
Discretionary$0
Non-Disc.$108M
Employees6
Clients200
DateNov 2011
Total AUM$108M
Discretionary$0
Non-Disc.$108M
Employees6
Clients200
DateApr 2011
Total AUM$109.1M
Discretionary$0
Non-Disc.$109.1M
Employees10
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--