KICKSTAND VENTURES, LLC
Legal name: KICKSTAND WEALTH ADVISORS
CRD #327022 SEC #801-128193 PITTSFORD, NY 585-382-8600
SEC Registered
Total AUM
$528.4M
Discretionary
$495.5M
Employees
7
Clients
251
Accounts
1,710
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $528.4M | $495.5M | $32.9M | 7 | 0 |
| Mar 2025 | $528.4M | $495.5M | $32.9M | 7 | 0 |
| Mar 2024 | $453.9M | $421.1M | $32.8M | 6 | 0 |
| Mar 2024 | $392M | $386.8M | $5.2M | 6 | 0 |
| Oct 2023 | $392M | $386.8M | $5.2M | 6 | 0 |
| Oct 2023 | $392M | $386.8M | $5.2M | 6 | 0 |
| Jul 2023 | $0 | $0 | $0 | 6 | 0 |
| May 2023 | $0 | $0 | $0 | 6 | 0 |
| May 2023 | $0 | $0 | $0 | 6 | 0 |
DateApr 2025
Total AUM$528.4M
Discretionary$495.5M
Non-Disc.$32.9M
Employees7
Clients0
DateMar 2025
Total AUM$528.4M
Discretionary$495.5M
Non-Disc.$32.9M
Employees7
Clients0
DateMar 2024
Total AUM$453.9M
Discretionary$421.1M
Non-Disc.$32.8M
Employees6
Clients0
DateMar 2024
Total AUM$392M
Discretionary$386.8M
Non-Disc.$5.2M
Employees6
Clients0
DateOct 2023
Total AUM$392M
Discretionary$386.8M
Non-Disc.$5.2M
Employees6
Clients0
DateOct 2023
Total AUM$392M
Discretionary$386.8M
Non-Disc.$5.2M
Employees6
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0