What departments does Kestra Private Wealth Services have?

Kestra Private Wealth Services has employees across 5 departments including Information Security, Sales, Information Technology, Engineering, Analytics.

What is the largest department at Kestra Private Wealth Services?

The largest department at Kestra Private Wealth Services is Analytics with 2 employees.

Where are Kestra Private Wealth Services employees located globally?

Kestra Private Wealth Services has employees across 1 continents and 1 countries including United States Of America.

How has Kestra Private Wealth Services's team size changed over time?

Kestra Private Wealth Services's team has grown from approximately 11 to 15 employees based on available data.

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.

Kestra Private Wealth Services Global Highlights

North America
27

United States Of America
27

Kestra Private Wealth Services's Leadership

S. T.
Chief Administrative Officer, Executive Director
Mobile Phone
Email
M. H.
President Onboarding
Mobile Phone
Email
M. M.
President Sales Supervision
Mobile Phone
Email
K. W.
Head Of Cyber Security And Risk Chief Information Security Officer Ciso
Mobile Phone
Email
J. V.
Executive Vice President Strategic Initiatives
Mobile Phone
Email
N. T.
Assistant Vice President, Technology
Mobile Phone
Email
B. B.
Director Of Software Engineering
Mobile Phone
Email
V. H.
Manager, Licensing & Registration Compliance
Mobile Phone
Email

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

Location

Last Update

K. W.
Head Of Cyber Security And Risk Chief Information Security Officer Ciso
Mobile Phone
Email
Sep 23, 2024
M. H.
President Onboarding
Mobile Phone
Email
Oct 22, 2024
M. M.
President Sales Supervision
Mobile Phone
Email
Oct 17, 2024
J. V.
Executive Vice President Strategic Initiatives
Mobile Phone
Email
Oct 23, 2024
N. T.
Assistant Vice President, Technology
Mobile Phone
Email
Jul 16, 2026
B. B.
Director Of Software Engineering
Mobile Phone
Email
Sep 24, 2024
V. H.
Manager, Licensing & Registration Compliance
Mobile Phone
Email
Oct 02, 2025
G. M.
Analyst
Mobile Phone
Email
Oct 21, 2024
M. B.
L&r Analyst
Mobile Phone
Email
Oct 23, 2024
S. T.
Chief Administrative Officer, Executive Director
Mobile Phone
Email
Jun 24, 2026

Frequently Asked Questions

What is Kestra Private Wealth Services known for?

Kestra Private Wealth Services operates in the Financial Services industry. Explore Kestra Private Wealth Services's company overview page for more information.

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

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?

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

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

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

Chief Administrative Officer, Executive Director: S. T.
President Onboarding: M. H.
President Sales Supervision: M. M.
Head Of Cyber Security And Risk Chief Information Security Officer Ciso: K. W.
Executive Vice President Strategic Initiatives: J. V.

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Kestra Private Wealth Services Employee Directory

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Kestra Private Wealth Services Global Highlights

North America
27

Kestra Private Wealth Services's Leadership

Kestra Private Wealth Services Employee Metrics

Contact profiles from Kestra Private Wealth Services

Frequently Asked Questions

What is Kestra Private Wealth Services known for?

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

How many employees does Kestra Private Wealth Services have currently?

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

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Kestra Private Wealth Services Employee Directory

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

Name search is limited — try advanced search instead

Kestra Private Wealth Services Global Highlights

North America27

Kestra Private Wealth Services's Leadership

Kestra Private Wealth Services Employee Metrics

Contact profiles from Kestra Private Wealth Services

Frequently Asked Questions

What is Kestra Private Wealth Services known for?

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

How many employees does Kestra Private Wealth Services have currently?

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

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

North America
27

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