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KICKSTAND WEALTH ADVISORS

PITTSFORD, NY · CRD 327022 · IAPD ↗ · 585-382-8600

$633.5MRegulatory AUM
5Advisory reps
7Employees
0Clients
251-500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — KICKSTAND WEALTH ADVISORS notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
September 2026 — KICKSTAND WEALTH ADVISORS notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2025 — KICKSTAND WEALTH ADVISORS now reports custody of client assets ($130.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2025 — KICKSTAND WEALTH ADVISORS crossed $500M in regulatory AUM ($453.9M -> $528.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
76
April 2025 — KICKSTAND WEALTH ADVISORS reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
April 2024 — KICKSTAND WEALTH ADVISORS notice-filed in CA, FL, MA, MI, NC, SC, TX, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.