Kestrel Wealth Management, LLC
Kestrel Wealth Management, LLC is an SEC-registered wealth manager in South Bend, IN with $143.9M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Kestrel Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 153503, SEC 801-123414, data through 2026-01-06.
- AUM (assets under management / regulatory AUM)
- $143.9M (2026-01-06)
- Firm type
- Wealth Manager
- Location
- South Bend, IN
- Employees
- 2
- Clients
- 85
- CRD
- 153503
- Ownership
- KOSELAK, ERIC, FRANK
How much AUM does Kestrel Wealth Management, LLC have?
Kestrel Wealth Management, LLC reported $143.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-06).
Who owns Kestrel Wealth Management, LLC?
Disclosed owners and executives of Kestrel Wealth Management, LLC include KOSELAK, ERIC, FRANK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.