# Paramount Wealth Advisors

> Paramount Wealth Advisors is an SEC-registered investment advisory firm in Buffalo, NY, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 5, 2026.

- CRD: 312399
- Filed as: PARAMOUNT WEALTH ADVISORS
- Legal name: Invictus Advisory Services LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Buffalo, NY
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312399
- AdvisorCensus page: https://advisorcensus.com/firm/paramount-wealth-advisors-buffalo-ny-312399

## Quick answers

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

**Where is Paramount Wealth Advisors located?**
Paramount Wealth Advisors' principal office is in Buffalo, NY, according to its Form ADV.

**Is Paramount Wealth Advisors registered with the SEC or a state?**
Paramount Wealth Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 312399.

**How much does Paramount Wealth Advisors manage?**
Paramount Wealth Advisors reports $37,639,930 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (100% discretionary).

**What types of clients does Paramount Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (44); high net worth individuals (12); corporations or other businesses not listed above (8).

**Which custodians does Paramount Wealth Advisors use?**
Paramount Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Paramount Wealth Advisors 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/312399

**Does Paramount Wealth Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Invictus does not impose a stated minimum fee or minimum portfolio value for starting or maintaining an investment advisory relationship."

**What changed in Paramount Wealth Advisors' recent Form ADV filings?**
In the June 2026 filing data: Newly registered with the SEC.

## 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)

- Account minimum: None

> Invictus does not impose a stated minimum fee or minimum portfolio value for starting or maintaining an investment advisory relationship.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $37,639,930
- Discretionary: $37,639,930
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $13,194,564 |
| High net worth individuals | 12 | $20,789,108 |
| Corporations or other businesses not listed above | 8 | $3,656,258 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trustinvictus.com
- Facebook @Invictus-Advisory-Services-LLC-100688952485500
- LinkedIn @invictus-advisory-services

## Changes in the filing (last 12 months)

### June 2026
- Newly registered with the SEC.

### May 2026
- No longer lists the business name Paramount Wealth Advisors.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Paramount Wealth Advisors (CRD 312399): Form ADV filing data as of October 2026.