KESTREL WEALTH MANAGEMENT, LLC

201 S. Main Street
Suite 503
South Bend, Indiana 46601
Tel: (574) 233-2200

About KESTREL WEALTH MANAGEMENT, LLC

KESTREL WEALTH MANAGEMENT, LLC, formally registered with the SEC as KESTREL WEALTH MANAGEMENT, LLC. The firm was established in 03/14/2022. They have over 2 offices throughout the country.

KESTREL WEALTH MANAGEMENT, LLC is a South Bend, Indiana based Financial Planning firm with nearly $134,165,706 assets under management, offering retirement planning & investment advisory services to 202 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153503
SEC#	801-123414
Assets Managed by Firm	$134,165,706
No. of Clients	202
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	202	$134,165,706
Individuals (other than high net worth individuals)	49	$13,416,571
High net worth individuals	26	$120,749,135

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