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KICKSTAND WEALTH ADVISORS
Legal name: KICKSTAND VENTURES, LLC
CRD 327022File 801-128193
APPROVED
Retail clients
Custody
Filing as of Jun 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$633.5M
Above cohort median (national)
Discretionary AUM
$595.0M
Non-discretionary $38.5M
Clients
376
1,976 accounts
Employees
7
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 16, 2023
- Principal office
- 1250 PITTSFORD VICTOR RD.,, BLDG. 200, SUITE 290, PITTSFORD, NY, 14534
- Phone
- 585-382-8600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $633.5M
- Discretionary AUM
- $595.0M
- Non-discretionary AUM
- $38.5M
- Discretionary accounts
- 1,837
- Non-discretionary accounts
- 139
- Total accounts
- 1,976
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.8M |
| High net worth individuals | 215 | $543.2M |
| Pension and profit sharing plans | Fewer than 5 | $8.9M |
| Individuals (other than high net worth individuals) | 161 | $79.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.