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Kestra Private Wealth Services

AUSTIN, TX
CRD: 155193
In PWD coverage since August 19, 2026 · 2 stories
$13.5BRegulatory AUMSEC Form ADV · Aug 21
211EmployeesForm ADV
PWD coverage
practice

Kestra puts a product executive in charge of wealth management

Kelly Apple's resume suggests the platform's next phase is a deeper shelf of offerings.
Moves · Aug 19Kestra hires BlackRock's Kelly Apple to lead wealth management
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