Kickstand Wealth Advisors

Overview

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 serves individual and family clients on a fee-as-a-percentage-of-AUM basis and provides comprehensive advisory services, including financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selection of outside advisers. The firm describes itself as a capital allocator that supplements public-market exposures with third-party alternative managers—most notably real estate strategies—and uses annuities and mutual funds as part of its toolbox. Kickstand does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives