Buffalo First Wealth Management, LLC
Buffalo First Wealth Management, LLC is an SEC-registered mass-market adviser in Williamsville, NY with $91.7M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Buffalo First Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168937, SEC 801-120033, data through 2026-01-26.
- AUM (assets under management / regulatory AUM)
- $91.7M (2026-01-26)
- Firm type
- Mass-Market Adviser
- Location
- Williamsville, NY
- Employees
- 4
- Clients
- 580
- CRD
- 168937
- Ownership
- CONNOLLY, KEVIN, RAY; DEMBSKI, ALLEN, CLIFFORD
How much AUM does Buffalo First Wealth Management, LLC have?
Buffalo First Wealth Management, LLC reported $91.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-26).
Who owns Buffalo First Wealth Management, LLC?
Disclosed owners and executives of Buffalo First Wealth Management, LLC include CONNOLLY, KEVIN, RAY, DEMBSKI, ALLEN, CLIFFORD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.