# KESTREL WEALTH MANAGEMENT, LLC

KESTREL WEALTH MANAGEMENT, LLC of SOUTH BEND, IN is an SEC-registered investment adviser.

## Registration

- CRD: 153503
- Type: SEC-registered investment adviser
- SEC file number: 801-123414
- Location: 201 S. MAIN STREET, SUITE 503, SOUTH BEND, IN, 46601
- Phone: (574) 233-2200
- Latest filing: 2026-01-06
- Regulatory AUM: $143.9M
- Discretionary AUM: $143.9M
- Clients: 2
- Accounts: 214

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Eric Frank Koselak | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| KOSELAK ERIC FRANK | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153503/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153503/similar
- Related entities: https://search.stillhousedata.com/firm/153503/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153503

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.