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PARAMOUNT WEALTH ADVISORS

BUFFALO, NY · CRD 312399 · IAPD ↗ · 716-712-0127

$37.6MRegulatory AUM
2Advisory reps
3Employees
20Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — PARAMOUNT WEALTH ADVISORS (BUFFALO, NY) is newly SEC-registered with $37.6M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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