DBA: KICKSTAND WEALTH ADVISORS
| Total AUM | $633.5M |
| Discretionary | $595.0M94% of AUM |
| Non-Discretionary | $38.5M |
| Client Accounts | 1,976 |
| Avg Account Size | $321K |
| Employees | 7 |
| Peak AUM | $633.5MFeb 2026 |
Total AUM
$633M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $633M | +19.9% | — | — | |
| Discretionary AUM | $595M | ||||
| Total AUM | $633.5M |
| Discretionary | $595.0M |
| Employees | 7 |
| Client Accounts | 1976 |
| Client Range | 251-500 |
Address
1250 PITTSFORD VICTOR RD.,
PITTSFORD NY 14534
Phone
585-382-8600
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$595M
93.9% of AUM
Non-Discretionary
$38M
6.1% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Custody
No related registrations reported
| — |
| — |
| Non-Disc. AUM | $38M | +17.1% | — | — |
| Total Accounts | 2k | +15.6% | — | — |
| Avg Account Size | $320,584.117 | +3.8% | — | — |
| Employees | 7 | 0.0% | +5.8% | — |
| AUM / Employee | $90M | +19.9% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $623M | +19.9% | — | — | |
| Institutional AUM | $11M | +19.7% | — | — | |
Client Count Segments | |||||
| HNW Clients | 161 | 0.0% | — | — | |
| Individuals | 215 | +15.6% | — | — | |