# Paramount Associates Wealth Management

> Paramount Associates Wealth Management is an SEC-registered investment advisory firm in Greenwood Village, CO, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 288537
- Filed as: PARAMOUNT ASSOCIATES WEALTH MANAGEMENT
- Legal name: Paramount Associates Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwood Village, CO
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288537
- AdvisorCensus page: https://advisorcensus.com/firm/paramount-associates-wealth-management-greenwood-village-co-288537

## Quick answers

**How is Paramount Associates Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Paramount Associates Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Paramount Associates Wealth Management charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.15% to 0.3% a year (a range, as the brochure states it); Hourly rate: $250 an hour (consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Paramount Associates Wealth Management located?**
Paramount Associates Wealth Management's principal office is in Greenwood Village, CO, according to its Form ADV.

**Is Paramount Associates Wealth Management registered with the SEC or a state?**
Paramount Associates Wealth Management is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 288537.

**How much does Paramount Associates Wealth Management manage?**
Paramount Associates Wealth Management reports $146,470,911 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Paramount Associates Wealth Management's assets and staff changed since 2022?**
In the Form ADV data for Paramount Associates Wealth Management: Regulatory assets under management: $103,808,968 in the October 2022 data and $146,470,911 in the October 2026 data, up 41%. Total employees: 3 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Paramount Associates Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (115); high net worth individuals (74); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Which custodians does Paramount Associates Wealth Management use?**
Paramount Associates Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Paramount Associates Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288537

**Does Paramount Associates Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Our minimum initial account value is $250,000; however, we may accept accounts for less than the minimum at our sole discretion."

**What changed in Paramount Associates Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $125,128,511 to $146,470,911 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 0.15% to 0.3% a year (a range, as the brochure states it)

> Fees range from 0.15% to 0.30% annually.

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> Our minimum initial account value is $250,000; however, we may accept accounts for less than the minimum at our sole discretion.

- Hourly rate: $250 an hour (consulting services)

> Our hourly fee is $250.00. We will negotiate consulting fees with you. Fees may vary based on the extent and complexity of the consulting project.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $146,470,911
- Discretionary: $146,470,911
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 115 | $28,261,180 |
| High net worth individuals | 74 | $115,966,289 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $2,243,442 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CO, NJ, NY, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- paramountassoc.com
- Facebook @paramountassociatesdenver
- LinkedIn @andrew-klein-aa921520
- LinkedIn @paramount-associates-623692197
- LinkedIn @scott-tremlett-cfp®-chfc®-1024b685

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $103,808,968 | 3 | May 3, 2022 |
| October 2023 | $83,286,869 | 3 | October 3, 2023 |
| October 2024 | $101,659,790 | 3 | June 23, 2024 |
| October 2025 | $125,128,511 | 3 | June 11, 2025 |
| October 2026 | $146,470,911 | 3 | March 31, 2026 |

Regulatory assets under management: $103,808,968 in the October 2022 data and $146,470,911 in the October 2026 data, up 41%.
Total employees: 3 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $125,128,511 to $146,470,911 (+17%).

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Paramount Associates Wealth Management (CRD 288537): Form ADV filing data as of October 2026.