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BUFFALO FIRST WEALTH MANAGEMENT, LLC

WILLIAMSVILLE, NY · CRD 168937 · IAPD ↗ · buffalofirstllc.com · 716-861-7371

$91.7MRegulatory AUM
4Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
February 2025 — BUFFALO FIRST WEALTH MANAGEMENT, LLC reported RAUM up 47% ($52.1M -> $76.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
February 2024 — BUFFALO FIRST WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.