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KICKSTAND WEALTH ADVISORS
KICKSTAND VENTURES, LLC
CRD 327022 · SEC 801-128193
1250 PITTSFORD VICTOR RD.,, BLDG. 200, SUITE 290, PITTSFORD, NY, 14534, United States
Phone
585-382-8600
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$633.5M
Discretionary AUM
$595.0M
Team
7 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 161 | $79.5M |
| High net worth individuals | 215 | $543.2M |
States served
CA, MA, MI, NY, NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD