RIA Intel›Advisers›Colorado›PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLC

PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLC

Advisory

N·GREENWOOD VILLAGE, CO

Data as of Jan 3, 2026 · Source: SEC Form ADV

Total AUM
$125M
1-Year AUM Growth
+22.1%
3-Year CAGR
0.0%
Employees
2
Assets Under Management
Total AUM$125M
Discretionary AUM$125M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients168
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record15
First FilingMay 22, 2017
Latest FilingJan 3, 2026
🔒 Full AUM trend chart and 15 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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