PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLC
Legal name: PARAMOUNT ASSOCIATES WEALTH MANAGEMENT
CRD #288537 SEC #801-125797 GREENWOOD VILLAGE, CO 720-921-1000
SEC Registered
Total AUM
$125.1M
Discretionary
$125.1M
Employees
3
Clients
101
Accounts
501
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $125.1M | $125.1M | $0 | 3 | 0 |
| Mar 2025 | $125.1M | $125.1M | $0 | 3 | 0 |
| Jun 2024 | $101.7M | $101.7M | $0 | 3 | 0 |
| Mar 2024 | $101.7M | $101.7M | $0 | 3 | 0 |
| Feb 2024 | $101.3M | $101.3M | $0 | 3 | 0 |
| Dec 2023 | $101.3M | $101.3M | $0 | 3 | 0 |
| Dec 2023 | $83.3M | $83.3M | $0 | 3 | 0 |
| Oct 2023 | $83.3M | $83.3M | $0 | 3 | 0 |
| Jun 2023 | $83.3M | $83.3M | $0 | 3 | 0 |
| Mar 2023 | $83.3M | $83.3M | $0 | 3 | 0 |
| May 2022 | $103.8M | $96.8M | $7M | 2 | 0 |
| Oct 2017 | $42.8M | $36.7M | $6.1M | 3 | 0 |
| Sep 2017 | $35.7M | $35.7M | $0 | 3 | 0 |
| Sep 2017 | $35.7M | $35.7M | $0 | 3 | 0 |
| Aug 2017 | $0 | $0 | $0 | 3 | 0 |
| Jun 2017 | $0 | $0 | $0 | 3 | 0 |
| May 2017 | $0 | $0 | $0 | 3 | 0 |
DateJun 2025
Total AUM$125.1M
Discretionary$125.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$125.1M
Discretionary$125.1M
Non-Disc.$0
Employees3
Clients0
DateJun 2024
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees3
Clients0
DateDec 2023
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees3
Clients0
DateDec 2023
Total AUM$83.3M
Discretionary$83.3M
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$83.3M
Discretionary$83.3M
Non-Disc.$0
Employees3
Clients0
DateJun 2023
Total AUM$83.3M
Discretionary$83.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$83.3M
Discretionary$83.3M
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$103.8M
Discretionary$96.8M
Non-Disc.$7M
Employees2
Clients0
DateOct 2017
Total AUM$42.8M
Discretionary$36.7M
Non-Disc.$6.1M
Employees3
Clients0
DateSep 2017
Total AUM$35.7M
Discretionary$35.7M
Non-Disc.$0
Employees3
Clients0
DateSep 2017
Total AUM$35.7M
Discretionary$35.7M
Non-Disc.$0
Employees3
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0