RIA Intel›Advisers›Maryland›PARAMOUNT INVESTMENTS, LLC

PARAMOUNT INVESTMENTS, LLC

Advisory

Data as of Mar 29, 2026 · Source: SEC Form ADV

Average account

$417K

across 53 accounts

AUM per adviser

$22M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 29, 2026.

Total AUM

$22M

Discretionary %

100%

Clients

23

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients23

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

23 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

RAILROAD STREET WEALTH MANAGEMENT, LLC

$22M

BINNACLE FINANCIAL GROUP LLC

$22M

HARMONY WEALTH ADVISORS, LLC

EDGEWATER, MD

$22M

ECHO CREEK CAPITAL, LLC

$22M

FORESIGHT INVESTMENTS MANAGEMENT, INC.

$22M

HARRIS AND HARRIS WEALTH MANAGEMENT GROUP, LLC

$22M

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