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PARAMOUNT ASSOCIATES WEALTH MANAGEMENT

GREENWOOD VILLAGE, CO · CRD 288537 · IAPD ↗ · paramountassoc.com · 720-921-1000

$146.5MRegulatory AUM
2Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
July 2025 — PARAMOUNT ASSOCIATES WEALTH MANAGEMENT now reports custody of client assets ($500,000).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
July 2024 — PARAMOUNT ASSOCIATES, LLC is now doing business as PARAMOUNT ASSOCIATES WEALTH MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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