← Back to searchVisit website
PARAMOUNT ASSOCIATES WEALTH MANAGEMENT
PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLC
CRD 288537 · SEC 801-125797
6400 S. FIDDLERS GREEN CIRCLE #1310, GREENWOOD VILLAGE, CO, 80111, United States
Phone
720-921-1000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$146.5M
Discretionary AUM
$146.5M
Team
3 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $28.3M |
| High net worth individuals | 74 | $116.0M |
| Pension/profit sharing plans | 4 | $2.2M |
States served
CO, NJ, NY, WI, TX
All web addresses on file
Official SEC filing: View on IAPD