RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Colorado
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 12, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KLEIN, ANDREW, ABRAHAMIMANAGING MEMBERD Control
KLEIN, ANDREW, ABRAHAMIMANAGING MEMBERD Control
KLEIN, ANDREW, ABRAHAMIMANAGING MEMBERD Control
KLEIN, ANDREW, ABRAHAMIMANAGING MEMBERD Control
KLEIN, ANDREW, ABRAHAMIMANAGING MEMBERD Control
KLEIN, ANDREW, ABRAHAMIMANAGING MEMBERD Control
KLEIN, ANDREW, ABRAHAMIMANAGING MEMBER, CCOD Control
KLEIN, ANDREW, ABRAHAMIMANAGING MEMBER, CCOD Control
KLEIN, ANDREW, ABRAHAMIMANAGING MEMBER, CCOD Control
KLEIN, ANDREW, ABRAHAMIMANAGING MEMBER, CCOD Control
KLEIN, ANDREW, ABRAHAMIMANAGING MEMBER, CCOD Control
KLEIN, ANDREW, ABRAHAMIMANAGING MEMBER, CCOD Control
KLEIN, ANDREW, ABRAHAMIMANAGING MEMBER, CCOD Control
KLEIN, ANDREW, ABRAHAMIMANAGING MEMBER, CCOD Control
KLEIN, ANDREW, ABRAHAMIMANAGING MEMBER, CCOD Control
KLEIN, ANDREW, ABRAHAMIMANAGING MEMBER, CCOD Control
KLEIN, ANDREW, ABRAHAMIMANAGING MEMBER, CCOD Control
KLEIN, ANDREW, ABRAHAMIMANAGING MEMBER, CCOD Control
KLEIN, ANDREW, ABRAHAMIMANAGING MEMBER, CCOD Control
KLEIN, ANDREW, ABRAHAMIMANAGING MEMBER, CCOD Control
KLEIN, ANDREW, ABRAHAMIMANAGING MEMBER, CCOD Control
TREMLETT, ROBERT, SCOTTIMANAGING MEMBER, CCOD Control
TREMLETT, ROBERT, SCOTTIMANAGING MEMBER, CCOD Control
TREMLETT, ROBERT, SCOTTIMANAGING MEMBER, CCOD Control
TREMLETT, ROBERT, SCOTTIMANAGING MEMBER, CCOD Control
TREMLETT, ROBERT, SCOTTIMANAGING MEMBER, CCOD Control
TREMLETT, ROBERT, SCOTTIMANAGING MEMBER, CCOD Control
TREMLETT, ROBERT, SCOTTIMANAGING MEMBERD Control
TREMLETT, ROBERT, SCOTTIMANAGING MEMBERD Control
TREMLETT, ROBERT, SCOTTIMANAGING MEMBERD Control
TREMLETT, ROBERT, SCOTTIMANAGING MEMBERD Control
TREMLETT, ROBERT, SCOTTIMANAGING MEMBERD Control
TREMLETT, ROBERT, SCOTTIMANAGING MEMBERD Control
TREMLETT, ROBERT, SCOTTIMANAGING MEMBERD Control
TREMLETT, ROBERT, SCOTTIMANAGING MEMBERD Control
TREMLETT, ROBERT, SCOTTIMANAGING MEMBERD Control
TREMLETT, ROBERT, SCOTTIMANAGING MEMBERD Control
TREMLETT, ROBERT, SCOTTIMANAGING MEMBERD Control
TREMLETT, ROBERT, SCOTTIMANAGING MEMBERD Control
TREMLETT, ROBERT, SCOTTIMANAGING MEMBERD Control
TREMLETT, ROBERT, SCOTTIMANAGING MEMBERD Control
TREMLETT, ROBERT, SCOTTIMANAGING MEMBERD Control

Registrations

Federal

IA
Jun 12, 2025 REGISTERED

Notice Filings (5)

CO NJ NY TX WI

Address

6400 S. FIDDLERS GREEN CIRCLE #1310
GREENWOOD VILLAGE, CO 80111
United States
Phone: 720-921-1000