# Kickstand Wealth Advisors

> Kickstand Wealth Advisors is an SEC-registered investment advisory firm in Pittsford, NY, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 327022
- Filed as: KICKSTAND WEALTH ADVISORS
- Legal name: Kickstand Ventures, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pittsford, NY
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327022
- AdvisorCensus page: https://advisorcensus.com/firm/kickstand-wealth-advisors-pittsford-ny-327022

## Quick answers

**How is Kickstand Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Kickstand Wealth Advisors reports these compensation arrangements: a percentage of assets under its management.

**How much does Kickstand Wealth Advisors charge?**
Its Form ADV Part 2A brochure dated June 2, 2026 states: Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Kickstand Wealth Advisors located?**
Kickstand Wealth Advisors' principal office is in Pittsford, NY, according to its Form ADV.

**Is Kickstand Wealth Advisors registered with the SEC or a state?**
Kickstand Wealth Advisors is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327022.

**How much does Kickstand Wealth Advisors manage?**
Kickstand Wealth Advisors reports $633,474,215 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (94% discretionary).

**How have Kickstand Wealth Advisors' assets and staff changed since 2023?**
In the Form ADV data for Kickstand Wealth Advisors: Regulatory assets under management: $0 in the October 2023 data and $633,474,215 in the October 2026 data. Total employees: 6 in October 2023 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kickstand Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (215); individuals (other than high net worth individuals) (161).

**Which custodians does Kickstand Wealth Advisors use?**
Kickstand Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Kickstand Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327022

**Does Kickstand Wealth Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated June 2, 2026 says: "Kickstand Wealth Advisors generally imposes a minimum portfolio size or a minimum initial investment to open an account of $500,000."

**What changed in Kickstand Wealth Advisors' recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in WA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 2, 2026)

- Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)

> The annual advisory fee ranges from 0.25% to 1.50%.

- Account minimum: $500,000

> Kickstand Wealth Advisors generally imposes a minimum portfolio size or a minimum initial investment to open an account of $500,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $633,474,215
- Discretionary: $595,014,586
- Non-discretionary: $38,459,629

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 161 | $79,544,777 |
| High net worth individuals | 215 | $543,201,698 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $8,905,674 |
| Charitable organizations | Fewer than 5 | $1,822,066 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MA, MI, NC, NY, PA, SC, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kickstandwealth.com
- Facebook @kickstandwealth
- LinkedIn @kickstandwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 6 | July 12, 2023 |
| October 2024 | $453,897,773 | 6 | March 25, 2024 |
| October 2025 | $528,360,757 | 7 | April 17, 2025 |
| October 2026 | $633,474,215 | 7 | September 18, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $633,474,215 in the October 2026 data.
Total employees: 6 in October 2023 and 7 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in WA.

### September 2026
- Registered or notice-filed in PA.

### March 2026
- Regulatory assets under management went from $528,360,757 to $633,474,215 (+20%).
- Employees performing advisory functions went from 4 to 5.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kickstand Wealth Advisors (CRD 327022): Form ADV filing data as of October 2026.