Campus Private Wealth, an advisory in Arlington, Virginia, with $400 million AUM, has joined the Kestra Private Wealth Services platform.
Kestra PWS, a hybrid RIA based in Austin, Texas, provides advisors with tools and resources including compliance solutions, “cutting-edge technology” and back-office support, according to a news release.
Campus Private Wealth specializes in generational wealth strategies for high-end clients. Founders Bill Milby, CEO and CIO, and Jason Lindner, COO, chose the name “Campus Private Wealth” to reflect the life cycle of personal growth and achievement that professionals often follow, from college to building a career, giving back and sometimes retiring near their alma maters.
“We are thrilled to welcome Campus Private Wealth to Kestra PWS,” said Rob Bartenstein, CEO at Kestra Private Wealth Services. “Bill and Jason’s dedication to customized client care and forward-thinking strategies perfectly aligns with our mission to empower independent advisors to achieve their full potential.”
“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.”
