RIA Intel›Advisers›New York›BUFFALO FIRST WEALTH MANAGEMENT, LLC

BUFFALO FIRST WEALTH MANAGEMENT, LLC

Advisory

N·WILLIAMSVILLE, NY

Data as of Jan 26, 2026 · Source: SEC Form ADV

Total AUM
$92M
1-Year AUM Growth
+10.9%
3-Year CAGR
+8.2%
Employees
4
Assets Under Management
Total AUM$92M
Discretionary AUM$92M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients583
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)—
Filing History
Total Filings on Record16
First FilingNov 24, 2020
Latest FilingJan 26, 2026
🔒 Full AUM trend chart and 16 historical filings spanning 6+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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