Investment adviser · CRD 327022
KICKSTAND WEALTH ADVISORS
Investment adviser filing (IA)
KICKSTAND VENTURES, LLC
PITTSFORD, NY, United States · Form ADV filed Sep 18, 2026
- Regulatory AUM
- $633M Form ADV · Item 5.F
- Client accounts
- 1,976 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 215 | $543,201,698 | 85.7% |
| Individuals | 161 | $79,544,777 | 12.6% |
| Retirement plans | Fewer than 5 | $8,905,674 | 1.4% |
| Charities | Fewer than 5 | $1,822,066 | 0.3% |
Filing source
Form ADV 2133455 · Sep 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
1250 PITTSFORD VICTOR RD.,, BLDG. 200, SUITE 290PITTSFORD, NY, 14534, United States
CRD 327022
Filing source
Form ADV 2133455 · Sep 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.