Robert Mason Bartenstein
Financial advisor at Kestra Private Wealth Services, LLC · Austin, TX
Last updated 2026-10-10
Claim your profileRobert Mason Bartenstein is a financial advisor at Kestra Private Wealth Services, LLC in Austin, TX, CRD 2503260. Licenses and exams on the registration: Series 63, Series 65, Series 66. IAPD registration began 2002-07-31.
Registration
- CRD number
- 2503260
- Registration status
- Active
- IAPD registration
- 2002-07-31
- Industry Experience
- 24 years
- Work Experience
- 14 years
- States registered
- TX
Licenses and exams
- Series 63
- Series 65
- Series 66
Work history
- 2011-11 to Present · Kestra Private Wealth Management , LLC · San Diego, CA
- 2012-02 to Present · Spire Securities, LLC · Mclean, VA
- 2014-02 to Present · Kestra Investment Services, LLC · Austin, TX
Current employment
- Kestra Private Wealth Services, LLC · Austin, TX
Kestra Private Wealth Services, LLC
- Regulatory AUM
- $13,452,224,033
- Registered advisors
- 206
- Offices
- 161
- Clients per advisor
- 98.2 (Moderate)
- Average AUM per client
- $665K (Low)
- High-net-worth client ratio
- 26.2% (Moderate)
Kestra Private Wealth Services, LLC: advisors, services and reported ETF investments
About
Robert Mason Bartenstein is a financial advisor at Kestra Private Wealth Services, LLC in Austin, TX. Reported securities licenses include Series 63 and Series 65 and Series 66. The latest record indicates 24 years of industry experience and 14 years of reported work history. Reported roles include Kestra Investment Services, LLC, Spire Securities, LLC, Kestra Private Wealth Management , LLC.
SEC disclosures list additional business and community activities: Business Name: Kestra Private Wealth Services: ) position, title or relationship: board of trustees, member trustee start date: 9/17/2016 hours per month: 0% - 10% (0 - 16 hours) hours per month during trading hours: 0% - 10% (0 - 14 hours) duties: attend meetings, provide input, guidance.
Kestra Private Wealth Services, LLC's firm-level Form ADV reports 206 advisors across 161 offices; approximately 98.2 clients per advisor, average assets per client of $664,964, and regulatory AUM of $13.5B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $4.2B across 741 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Robert Mason Bartenstein personally.
Reported ETF positions
Kestra Private Wealth Services reports 741 ETF positions worth $4.2B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| QQQ — Invesco QQQ Trust, Series 1 | $127.1M |
| VTV — Vanguard Morningstar Value ETF | $94.3M |
| VUG — Vanguard Morningstar Growth ETF | $90.4M |
| SPY — SPDR S&P 500 ETF TRUST | $89.4M |
| IVV — iShares Core S&P 500 ETF | $86.2M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Kestra Private Wealth Services's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $40.9M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $25.4M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $12.5M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | TUSI — Touchstone Ultra Short Income ETF | $17.5M | Top 98.4% | Replicability (R²) 49.0% · Residual Sharpe 0.29 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Kestra Private Wealth Services, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Trust Company
- Insurance Company or Agency
Location
5707 Southwest Parkway, Austin, TX 78735
193 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 844-553-7872
- Website: kestrafinancial.com
- Youtube
Official record
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