PITTSFORD, NYCRD 327022Latest ADV February 24, 2026
Kickstand Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pittsford, NY. Its latest Form ADV filing, dated February 24, 2026, reports $633M in regulatory assets under management, 7 employees, and 1,976 accounts.
Assets Under Management
$633M
Employees
7
Offices
--
Total Clients
376
Primary office
PITTSFORD, NY
1250 PITTSFORD VICTOR RD., BLDG. 200, SUITE 290, PITTSFORD, NY, United States
Top client segmentHNWI represent 57.2% of total clients.
Top client categories% of clientsClients
1
HNWI
57.2%
215
2
Individuals
42.8%
161
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$633Mas of February 24, 2026
Discretionary93.9%
$595M
94% of total RAUM93.9%
Non-discretionary6.1%
$38M
6% of total RAUM6.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$633M
Total Accounts1,976
10Y AUM Change+$633M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee54:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.