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PARAMOUNT WEALTH ADVISORS

INVICTUS ADVISORY SERVICES LLC

CRD 312399 · SEC 801-136106

Visit website

1090 UNION ROAD, SUITE 230, BUFFALO, NY, 14224, United States

Phone

716-712-0127

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$37.6M

Discretionary AUM

$37.6M

Team

3 total employees; 2 advisory reps; 20 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals44$13.2M
High net worth individuals12$20.8M
Corporations/business entities8$3.7M

States served

NY, WI

All web addresses on file

Official SEC filing: View on IAPD