RIA Intel›Advisers›Massachusetts›PARAMOUNT PLANNING, LLC

PARAMOUNT PLANNING, LLC

Advisory

DANVERS, MA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in MA

#1,317

of 1,590 advisers by AUM

Average account

$138K

across 177 accounts

AUM per adviser

$8M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$24M

Discretionary %

100%

Clients

106

Employees

4

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$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients106

Team

Total Employees4

Investment Advisers3

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, NH, NJ

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

106 clients

1 high-net-worth

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

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

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OKEMO CAPITAL MANAGEMENT, LLC

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CLEAR VIEW WEALTH ADVISORS, LLC

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