Paramount Associates Wealth Management
Paramount Associates Wealth Management is an SEC-registered mass-market adviser in Greenwood Village, CO with $146.5M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Paramount Associates Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288537, SEC 801-125797, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $146.5M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Greenwood Village, CO
- Employees
- 3
- Clients
- 193
- CRD
- 288537
- Ownership
- KLEIN, ANDREW, ABRAHAM; TREMLETT, ROBERT, SCOTT
How much AUM does Paramount Associates Wealth Management have?
Paramount Associates Wealth Management reported $146.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Paramount Associates Wealth Management?
Disclosed owners and executives of Paramount Associates Wealth Management include KLEIN, ANDREW, ABRAHAM, TREMLETT, ROBERT, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.