Kestra Private Wealth Services Employee Directory

Financial ServicesTexas, United States11-50 Employees

Kestra Private Wealth Services, based in Austin, Texas, operates as a subsidiary of Kestra Financial, Inc., within the financial services industry. It specializes in assisting financial advisors who aim to move from traditional wirehouses to independent practice, offering guidance before, during, and after the transition. The firm emphasizes a collaborative approach, dedicating resources to help advisor partners establish and grow their own independent businesses. It sits within a broader Kestra ecosystem that includes affiliated platforms for investment, advisory, and institutional services. In March 2026, Kestra PWS announced the launch of Timeless Private Wealth, an independent advisory practice based in North Carolina and serving clients across the Southeast. This development illustrates the firm’s ongoing efforts to expand its independent-advisory offerings.

Find Kestra Private Wealth Services employees' phone numbers or email addresses

Kestra Private Wealth Services Global Highlights

Location
Employees

North America
27

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  • United States Of America
    27

Kestra Private Wealth Services's Leadership

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    S. T.
    Chief Administrative Officer
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    M. H.
    President Onboarding
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    S. W.
    Co-Founder
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    R. B.
    Founder And President, Private Wealth Services
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    J. V.
    Executive Vice President Strategic Initiatives
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    N. T.
    Assistant Vice President, Technology
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    B. B.
    Director Of Software Engineering
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    J. L.
    Manager
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Kestra Private Wealth Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business Development
  • Finance
  • Accounting
  • Administrative
  • Other
  • Legal
  • Program & Project Management
  • Consultant

Contact profiles from Kestra Private Wealth Services

Name
Title
Contact Info
Location
Last Update
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    J. L.
    Project Coordinator
    Phone icon
    United StatesTexas
    Mar 24, 2026
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    S. K.
    Kpws Field Ops Specialist
    Phone icon
    United StatesTexas
    Jan 29, 2026
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    G. M.
    Analyst
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    Oct 21, 2024
  • Stylized image of a person
    M. B.
    L&r Analyst
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    Oct 23, 2024
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    R. B.
    Founder And President, Private Wealth Services
    Phone icon
    United StatesTexas
    Apr 14, 2026
  • Stylized image of a person
    C. K.
    Manager Of Pws Field Operations
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    United StatesTexas
    Mar 05, 2026

Frequently Asked Questions

What is Kestra Private Wealth Services known for?

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Kestra Private Wealth Services operates in the Financial Services industry. The company's main headquarters is located in 5707 Southwest Parkway Austin, Texas 78735 United States. Explore Kestra Private Wealth Services's company overview page for more information.

What is Kestra Private Wealth Services's most common email format?

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Kestra Private Wealth Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Kestra Private Wealth Services email formats with LeadIQ.

How many employees does Kestra Private Wealth Services have currently?

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Kestra Private Wealth Services has approximately 13 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Kestra Private Wealth Services's key employees and leadership?

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As of May 2026, Kestra Private Wealth Services's key employees include:

  • Chief Administrative Officer: S. T.
  • President Onboarding: M. H.
  • Co-Founder: S. W.
  • Founder And President, Private Wealth Services: R. B.
  • Executive Vice President Strategic Initiatives: J. V.

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