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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOODCHILD, CHAD, WESTON | I | MEMBER AND MANAGER | D | Control |
| GOODCHILD, CHAD, WESTON | I | MEMBER AND MANAGER | D | Control |
| GOODCHILD, CHAD, WESTON | I | MEMBER AND MANAGER | D | Control |
| GOODCHILD, CHAD, WESTON | I | MEMBER AND MANAGER | D | Control |
| GOODCHILD, CHAD, WESTON | I | MEMBER AND MANAGER | D | Control |
| GOODCHILD, CHAD, WESTON | I | MEMBER AND MANAGER | D | Control |
| GOODCHILD, CHAD, WESTON | I | MEMBER AND MANAGER | D | Control |
| GOODCHILD, CHAD, WESTON | I | MEMBER AND MANAGER | D | Control |
| Goodchild, Chad, W | I | MEMBER AND MANAGER | D | Control |
| SCHLICHT, JACOB | I | MEMBER AND MANAGER | D | Control |
| SCHLICHT, JACOB, WILLIAM | I | MEMBER AND MANAGER | D | Control |
| SCHLICHT, JACOB, WILLIAM | I | MEMBER AND MANAGER | D | Control |
| SCHLICHT, JACOB, WILLIAM | I | MEMBER AND MANAGER | D | Control |
| SCHLICHT, JACOB, WILLIAM | I | MEMBER AND MANAGER | D | Control |
| SCHLICHT, JACOB, WILLIAM | I | MEMBER AND MANAGER | D | Control |
| SCHLICHT, JACOB, WILLIAM | I | MEMBER AND MANAGER | D | Control |
| SCHLICHT, JACOB, WILLIAM | I | MEMBER AND MANAGER | D | Control |
| SCHLICHT, JACOB, WILLIAM | I | MEMBER AND MANAGER | D | Control |
Registrations
Federal
IA
Apr 17, 2025 REGISTERED
Notice Filings (9)
CA FL MA MI NC NY SC TX VA
Address
1250 PITTSFORD VICTOR RD.,BLDG. 200, SUITE 290
PITTSFORD, NY 14534
United States
Phone: 585-382-8600