PPrivate Fund Data Log in Join · $37/mo

Buffalo First Wealth Management, LLC

● SEC registered since 2020CRD 168937SEC# 801-120033Williamsville, NY
Export (members)
Reg. AUM
$76.7M
Employees
4
Accounts
448
Location
Williamsville, NY

Buffalo First Wealth Management, LLC assets under management

Buffalo First Wealth Management, LLC is an investment advisory firm registered with the SEC based in Williamsville, NY. The firm has been registered since 2020. It reports $76.7 million in regulatory assets under management and employs 4 people.

Buffalo First Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Allen Clifford Dembski ControlChief Operation Officer, Managing Partner50-75%2013
Kevin Ray Connolly ControlChief Executive Officer; Chief Compliance Officer; Managing Member50-75%2013

Frequently asked questions

How much does Buffalo First Wealth Management, LLC manage?

Buffalo First Wealth Management, LLC reports $76.7 million in regulatory assets under management on its Form ADV.

How many employees does Buffalo First Wealth Management, LLC have?

Buffalo First Wealth Management, LLC reports 4 employees.

Where is Buffalo First Wealth Management, LLC located?

Buffalo First Wealth Management, LLC is based in Williamsville, NY and has been SEC-registered since 2020.

Does Buffalo First Wealth Management, LLC disclose fund performance?

Buffalo First Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7606 Transit Rd, Suite 100, Williamsville, NY 14221
Phone716-861-7371
Fax716-204-8369
Office hours9:30 a.m. To 4:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$76.7M
Non-discretionary$0
Total (RAUM)$76.7M