Kestra Private Wealth Services

Overview

Kestra Private Wealth Services (Kestra PWS) is a hybrid registered investment adviser (RIA) headquartered in Austin, Texas, dedicated to supporting independent financial professional teams nationwide. The firm offers a comprehensive platform that includes an independent RIA and a broker-dealer, providing financial professionals with an open-architecture platform and independence across both fee- and transaction-based business models. This structure enables advisors to transition seamlessly from wirehouses and W-2 roles to independent businesses, empowering them to focus on serving clients and growing their wealth management practices. The firm's platform offers a range of services, including advanced compliance solutions, cutting-edge technology, and back-office support, allowing advisors to prioritize client relationships and deliver exceptional service. Kestra PWS has assisted over 125 financial professionals and more than 50 single- and multi-team offices across the country in achieving independence through its full-service support model. Kestra PWS's investment focus spans various asset classes, including fixed income, private equity, real estate, and venture capital. The firm engages in investments at multiple stages, from seed and early-stage funding to growth, late-stage, pre-IPO, buyout, turnaround, and distressed situations. Geographically, Kestra PWS primarily focuses on the United States, with a diverse industry portfolio encompassing financial services, technology, healthcare, consumer goods, energy, industrials, telecommunications, media, retail, transportation, utilities, materials, real estate, education, and agriculture. Investment sizes range from $1 million to $50 million, catering to a wide spectrum of investment opportunities.