Overview
Assets Under Management: $134 million
Headquarters: SOUTH BEND, IN
High-Net-Worth Clients: 26
Average Client Assets: $5 million
Frequently Asked Questions
KESTREL WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153503), KESTREL WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
KESTREL WEALTH MANAGEMENT, LLC is headquartered in SOUTH BEND, IN.
KESTREL WEALTH MANAGEMENT, LLC serves 26 high-net-worth clients according to their SEC filing dated January 24, 2025. View client details ↓
According to their SEC Form ADV, KESTREL WEALTH MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
KESTREL WEALTH MANAGEMENT, LLC manages $134 million in client assets according to their SEC filing dated January 24, 2025.
According to their SEC Form ADV, KESTREL WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.00
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 202
Discretionary Accounts: 202
Regulatory Filings
CRD Number: 153503
Last Filing Date: 2025-01-24 00:00:00
Website: https://kestrelwealth.com