Buffalo First Wealth Management, LLC
● SEC registered since 2020CRD 168937SEC# 801-120033Williamsville, NY
Reg. AUM
$91.7M
Employees
4
Accounts
722
Location
Williamsville, NY
Buffalo First Wealth Management, LLC assets under management
Buffalo First Wealth Management, LLC is an investment advisory firm registered with the SEC based in Williamsville, NY. The firm has been registered since 2020. It reports $91.7 million in regulatory assets under management and employs 4 people.
Buffalo First Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allen Clifford Dembski Control | Chief Operation Officer, Managing Partner | 50-75% | 2013 |
| Kevin Ray Connolly Control | Chief Executive Officer; Chief Compliance Officer; Managing Member | 50-75% | 2013 |
Frequently asked questions
How much does Buffalo First Wealth Management, LLC manage?
Buffalo First Wealth Management, LLC reports $91.7 million in regulatory assets under management on its Form ADV.
How many employees does Buffalo First Wealth Management, LLC have?
Buffalo First Wealth Management, LLC reports 4 employees.
Where is Buffalo First Wealth Management, LLC located?
Buffalo First Wealth Management, LLC is based in Williamsville, NY and has been SEC-registered since 2020.
Does Buffalo First Wealth Management, LLC disclose fund performance?
Buffalo First Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7606 Transit Rd, Suite 100, Williamsville, NY 14221 |
| Phone | 716-861-7371 |
| Fax | 716-204-8369 |
| Office hours | 9:30 a.m. To 4:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$91.7M▲ 20%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$91.7Mregulatory AUM
Discretionary $91.7M