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BUFFALO FIRST WEALTH MANAGEMENT, LLC
CRD 168937 · SEC 801-120033
7606 TRANSIT RD, SUITE 100, WILLIAMSVILLE, NY, 14221, United States
Phone
716-861-7371
Fax
716-204-8369
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$91.7M
Discretionary AUM
$91.7M
Team
4 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 427 | $53.1M |
| High net worth individuals | 18 | $26.7M |
| Pension/profit sharing plans | 135 | $11.5M |
| Insurance companies | 3 | $458K |
States served
NY, NC, FL
All web addresses on file
Official SEC filing: View on IAPD