Kestra PWS Adds $400M Campus Private Wealth
Kestra Private Wealth Services (Kestra PWS), a hybrid registered investment advisor subsidiary of Kestra Financial, Inc., which also oversees Bluespring Wealth Partners, the M&A division of the firm, has added $400 million Virginia-based Campus Private Wealth to its platform.
Arlington-based Campus Private Wealth, led by founders Bill Milby, CEO and CIO, and Jason Lindner, COO, specializes in “high-end” generational wealth strategies.
Milby and Lindner’s decision to join Kestra PWS stems from their desire to elevate their practice by transitioning to an independent model. Firms that affiliate with Austin, TX-based Kestra PWS benefit from the platform’s support framework, while Kestra oversees the transition of the team from wirehouses and W-2 roles to independent businesses.
“We wanted to make this move while at the top of our game, ensuring we could deliver an even more customized experience for our clients,” said Milby. “Kestra PWS offers the perfect blend of independence and support, allowing us to focus on what matters most—our clients.”
In December of last year, the firm added $427 million Ohio-based Arc Private Wealth to its platform. The previous month, it announced the addition of Worth Trainor as a managing partner in partnership with Stuart, FL-based The Sade Group Private Wealth Management, now Riverside Private Wealth Management, which joined the Kestra network in 2015. Collectively, Trainor and Scott Sade, founder and managing director of The Sade Group Wealth Management, oversee more than $300 million in assets.
The Kestra Financial division includes Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC and Kestra Investment Services, LLC.
