Roswell, GA Canton St. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Kestra Private Wealth Services, LLC
Multi-team
Firm-wide stats for Kestra Private Wealth Services, LLC
About
Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent Advisors and multi‑advisor teams to individuals and institutional clients. As of December 31, 2025 the firm reported managing approximately $13.45 billion in client assets across roughly 208 Advisors and nearly 20,000 client relationships.
Services are delivered primarily through advisor‑managed accounts, third‑party manager platforms and wrap programs (including the AdvisorEnterprise/Envestnet and AdvisorChoice platforms), with both discretionary and non‑discretionary arrangements and specialized offerings such as annuity subaccount management (AAPlus) and 529 plan services (529Plus). Advisors have access to a broad range of investment products — mutual funds, ETFs, equities, fixed income and alternative or complex products — and the firm’s role is to oversee Advisor recommendations while generally permitting Advisors to select products and platforms within the firm’s approved menu.
Compared with many multi‑team firms, Kestra’s brochure highlights several institutional and operational attributes: an affiliation with a trust company (Arden Trust Company), placement‑agent arrangements for private funds, and relationships that support retirement plan and insurance‑company work and other third‑party adviser arrangements. The firm also discloses two prior SEC enforcement matters (2019 and 2021) addressing mutual‑fund share‑class recommendations and revenue‑sharing practices and describes custodial, sweep and platform revenue arrangements (e.g., Kestra IS and NFS) and Marketing Rule disclosures that prospective clients should review for potential conflicts of interest.
Based on Kestra Private Wealth Services, LLC
Expertise
Based on Kestra Private Wealth Services, LLC
Location
1243 Canton St.
Roswell GA 30075
Advisors at this office
3
Advisors at this office
Angela M
Series 66
Roswell, GA
Kestra Private Wealth Services, LLC
Angela Moore is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 21 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 20 years before joining Kestra in 2022. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutional clients. The firm offers a broad range of investment products and specialized offerings, managing approximately $13.45 billion in client assets across nearly 20,000 client relationships.
Brendan H
Series 66
Roswell, GA
Kestra Private Wealth Services, LLC
Brendan Hunt is a financial advisor with Kestra Private Wealth Services, LLC holding a Series 66 designation. He has been in the industry since 2023, with experience at firms including Canton Wealth Partners and Chatham Capital Management. Before entering the financial sector, he attended Mercer University and held various roles outside the industry, including positions at Lifetime Fitness and Elite Hoops Basketball. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm offers access to a wide range of investment products and specialized programs, while supporting advisors with institutional and operational resources such as an affiliated trust company and third-party manager platforms.
Matthew W
CFP®, Series 63, Series 65
Roswell, GA
Kestra Private Wealth Services, LLC
Matthew West is a CFP® professional at Kestra Private Wealth Services, LLC with 30 years of industry experience. Prior to joining Kestra in 2022, he held roles at Bank of America and Merrill. Outside of his advisory work, he is the managing partner of Canton Wealth Partners, an insurance business. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams serving individual and institutional clients, managing approximately $13.45 billion in client assets. The firm provides a broad range of investment products and platforms, with both discretionary and non-discretionary arrangements, and supports specialized offerings such as annuity subaccount and 529 plan services.
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