KICKSTAND VENTURES, LLC
Doing business as KICKSTAND WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$633,474,215
Discretionary
$595,014,586
Non-discretionary
$38,459,629
Firm details
- CRD number
- 327022
- SEC file number
- 801-128193
- Main office
- PITTSFORD, NY, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.