SourcingSourcing

KESTREL WEALTH MANAGEMENT, LLC

C48
CRD 153503·SEC 801-123414·SOUTH BEND, IN
AUM
$143.9M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$432K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KESTREL WEALTH MANAGEMENT, LLC
CRD
153503
SEC file #
801-123414
EIN
—
DBA names
—

Economics

AUM
$143.9M
AUM band
$100M-$500M
AUM trajectory
'23'26
$117.4M → $143.9M▲ +23%
Client mix
Individuals Other56
Individuals High Net Worth29

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
1 advisors → 2 advisors▲ +100%
Primary office
SOUTH BEND IN
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
01/06/2026
ADV-W filed at
—
Website
kestrelwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KOSELAK, ERIC, FRANK
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
KOSELAK, ERIC, FRANK
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
KESTRELWEALTH.COM
Rdap Domain Creation Date
2010-03-12T03:46:41Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-03-12T02:46:41Z
Rdap Domain Last Changed
2026-03-04T21:50:09Z
Rdap Nameservers
Ns75.domaincontrol.comNs76.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2439448
Trust Company Affiliate
No

People (2)

2
KOSELAK, ERIC, FRANK
IAR · Direct Owner · 87.5%
2439448
Ryan Allan Koselak
IAR
7970758