Paramount Associates Wealth Management, LLC
● SEC registered since 2022CRD 288537SEC# 801-125797Greenwood Village, CO
Reg. AUM
$146.5M
Employees
3
Accounts
518
Location
Greenwood Village, CO
Paramount Associates Wealth Management, LLC assets under management
Paramount Associates Wealth Management, LLC is an investment advisory firm registered with the SEC based in Greenwood Village, CO. The firm has been registered since 2022. It reports $146.5 million in regulatory assets under management and employs 3 people.
Paramount Associates Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Scott Tremlett Control | Managing Member & Chief Compliance Officer | 50-75% | 2017 |
Frequently asked questions
How much does Paramount Associates Wealth Management, LLC manage?
Paramount Associates Wealth Management, LLC reports $146.5 million in regulatory assets under management on its Form ADV.
How many employees does Paramount Associates Wealth Management, LLC have?
Paramount Associates Wealth Management, LLC reports 3 employees.
Where is Paramount Associates Wealth Management, LLC located?
Paramount Associates Wealth Management, LLC is based in Greenwood Village, CO and has been SEC-registered since 2022.
Does Paramount Associates Wealth Management, LLC disclose fund performance?
Paramount Associates 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 | 6400 S. Fiddlers Green Circle #1310, Greenwood Village, CO 80111 |
| Phone | 720-921-1000 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$146.5M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$146.5Mregulatory AUM
Discretionary $146.5M