KICKSTAND WEALTH ADVISORS
Firm details
- Headquarters
- PITTSFORD, New York
- CRD number
- 327022
- Registered since
- June 16, 2023
- Website
- kickstandwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.75%
- Individuals12.56%
- Pension & Profit Sharing Plans1.41%
- Charitable Organizations0.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Kickstand Wealth Advisors is an independent, LLC-structured registered investment adviser that began SEC registration in 2023 and is owned by an individual. The firm focuses on fee-based wealth management for individuals and families, charging a percentage of assets under management and offering financial planning, portfolio management for both individuals and small businesses, pension consulting, and the selection of other advisers. The firm identifies as a capital allocator and uses third-party managers in its programing. It does not position itself as an active ESG investor and is not registered as a multi-state adviser. The advisory model emphasizes outsourced manager selection alongside in-house planning and portfolio oversight.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Private Funds4%
- Cash & Cash Equivalents4%
- Other4%
- Exchange Traded Equities2%
Owners & executives
1 of 1Lonny Elfenbein
Chief Compliance OfficerCRD 2937038
Contacts
3 of 5Chad Goodchild
Managing PartnerCRD 4023880
JACOB SCHLICHT
Managing PartnerCRD 5072855
Devyn Little
Senior Wealth PlannerCRD 6651688
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 120Active vs passive
$569M in ETFs
61%
$349M
14%
$220M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $63.4M | 828,247 | 11.15% |
Location
PITTSFORD, NY
MONROE
Location
PITTSFORD, NY
Headquartered in PITTSFORD, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- MONROE
- Address
- 1250 Pittsford Victor Rd
- Time zone
- ET (UTC-5)
- Office locations
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