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Paramount Associates Wealth Management, LLC

● SEC registered since 2022CRD 288537SEC# 801-125797Greenwood Village, CO
Export (members)
Reg. AUM
$125.1M
Employees
3
Accounts
501
Location
Greenwood Village, CO

Paramount Associates Wealth Management, LLC assets under management

Paramount Associates Wealth Management, LLC is an investment advisory firm registered with the SEC based in Greenwood Village, CO. The firm has been registered since 2022. It reports $125.1 million in regulatory assets under management and employs 3 people.
www.paramountassoc.comView on SEC.gov ↗

Paramount Associates Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Andrew Abraham Klein ControlManaging Member, Cco50-75%2017
Robert Scott Tremlett ControlManaging Member50-75%2017

Frequently asked questions

How much does Paramount Associates Wealth Management, LLC manage?

Paramount Associates Wealth Management, LLC reports $125.1 million in regulatory assets under management on its Form ADV.

How many employees does Paramount Associates Wealth Management, LLC have?

Paramount Associates Wealth Management, LLC reports 3 employees.

Where is Paramount Associates Wealth Management, LLC located?

Paramount Associates Wealth Management, LLC is based in Greenwood Village, CO and has been SEC-registered since 2022.

Does Paramount Associates Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address6400 S. Fiddlers Green Circle #1310, Greenwood Village, CO 80111
Phone720-921-1000
Office hours8a.m. To 5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$125.1M
Non-discretionary$0
Total (RAUM)$125.1M