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Washington Wealth Management rebrands as Kestra Private Wealth Services

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Washington Wealth Management, a hybrid registered investment adviser (RIA) supporting independent financial adviser teams, has rebranded as Kestra Private Wealth Services (Kestra PWS), a subsidiary of Kestra Financial.

The name change comes on the heels of the news that Kestra PWS was listed among the top 300 registered investment advisers by the Financial Times.
 
Kestra Financial rebranded in April 2016 prior to the sale of a majority interest in its company to affiliated funds of Stone Point Capital. The rebrand of Kestra PWS is in alignment with the firm’s distinct, full-service model for advisers.
 
Kestra PWS will continue operations as a stand-alone RIA and will provide a distinguished platform designed to support wirehouse advisers’ transition to independent business owners. The firm provides advisers with office management, technology infrastructure, branding, and marketing.
 
“We are at a pivotal point in our growth as we publicly align with Kestra Financial, and we know that advisers who join our platform will benefit from the increased resources and incredible technology we have at our disposal,” says Rob Bartenstein, CEO of Kestra PWS. “Being recognised by the Financial Times as one of the nation’s 300 top RIAs is yet another validation of our leadership of the ‘full service’ independence movement.”
 
This is the third annual Financial Times 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the Financial Times that provides business intelligence on the investment management industry.
 
More than 1,500 pre-screened RIA firms were invited to apply for consideration based on their assets under management (AUM). Applicants that applied were then graded on six criteria, including AUM, AUM growth rate, years in existence, advanced industry credentials of the firm’s advisors, online accessibility, and compliance records.

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