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PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLC

C49
CRD 288537·SEC 801-125797·GREENWOOD VILLAGE, CO
AUM
$146.5M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$439K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLC
CRD
288537
SEC file #
801-125797
EIN
—
DBA names
Paramount Associates Wealth Management

Economics

AUM
$146.5M
AUM band
$100M-$500M
AUM trajectory
'23'26
$103.8M → $146.5M▲ +41%
Client mix
Individuals Other115
Individuals High Net Worth74
Pension Profit Sharing Plans4

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
2 advisors → 2 advisors▬ 0%
Primary office
GREENWOOD VILLAGE CO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
paramountassoc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TREMLETT, ROBERT, SCOTT
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
TREMLETT, ROBERT, SCOTT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PARAMOUNTASSOC.COM
Rdap Domain Creation Date
2017-05-09T18:42:02Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fidelity2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-09T18:42:02Z
Rdap Domain Last Changed
2022-10-02T08:36:49Z
Rdap Nameservers
Ns33.domaincontrol.comNs34.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4514583
Trust Company Affiliate
No

People (2)

2
TREMLETT, ROBERT, SCOTT
IAR · Direct Owner · 62.5%
4514583
ANDREW ABRAHAM KLEIN
IAR
1308591