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KICKSTAND WEALTH ADVISORS
KICKSTAND WEALTH ADVISORS is an SEC-registered investment adviser in PITTSFORD, NY, registered since 2023. The firm manages $633 million in assets, $595...
Overview
KICKSTAND WEALTH ADVISORS is an SEC-registered investment adviser in PITTSFORD, NY, registered since 2023. The firm manages $633 million in assets, $595 million on a discretionary basis. It has 7 employees and 5 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
Jason Wenk
CEO
Frequently asked questions
How does Kickstand source its client base?
Kickstand generates clients primarily through its content platform Becky, a personal-finance brand targeting high-earning professionals and tech workers. This direct-to-consumer educational funnel feeds advisory prospects into the Kickstand wealth-management business, creating an integrated acquisition model.
Who makes investment decisions at the firm?
Jason Wenk, the founder and CEO, leads investment strategy and manager selection. The firm uses external managers for portfolio implementation and outsources custody and technology to Altruist, a platform Wenk previously advised.
Does Kickstand manage proprietary investment products?
No. Kickstand operates as an RIA selecting third-party strategies rather than manufacturing its own funds. The firm constructs client portfolios through a combination of direct indexing, model portfolios, and curated allocations to external alternative managers.
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