← Back to list

KICKSTAND VENTURES, LLC

UUIDc54a7470-d63e-5bcf-bf76-538251204db2
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:55
Updated2025-10-23 02:23:55

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 327022 327022 1.0
cik 0002000355 2000355
sec_file_number 801-128193 801-128193

Profile

Websitehttps://linkedin.com/company/kickstandwealth/
HQ CityPITTSFORD
HQ StateNY
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • KICKSTAND WEALTH ADVISORS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)528,360,757.0
  • RAUM (discretionary)495,509,699.0
  • Actionable assets452,506,350.0
  • Accounts1,710.0

Institutional Clients

  • Government AUM
  • Pension AUM6,928,226.0
  • Charitable AUM2,032,629.0
  • HNW AUM443,545,495.0

As of 2025-04-17 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.