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Buffalo First Wealth Management, LLC

Buffalo First Wealth Management, LLC. CRD 168937

Buffalo First Wealth Management, LLC logo

CRD: 168937

Buffalo First Wealth Management, LLC

Williamsville, NY, 14221
7168617371
buffalofirstllc.com
$91.7M Total AUM
$91.7M Disc. AUM
22.2% 3Y CAGR
4 Employees
583 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Altruist · Fidelity/NFS · Truist Bank
Clients
Retail and Institutional
Platforms
ElementPeak ember +more
Established Date
12-24-2020
Office Locations
1

Office Locations

7606 Transit RD, Suite 100 Williamsville NY

About Buffalo First Wealth Management, LLC

Buffalo First Wealth Management is a New York–based RIA providing fee-based wealth management and financial planning for individuals, retirees, and small business owners, with an emphasis on retirement readiness and tax planning. Portfolios are primarily ETF-based with complementary fixed income, custodied via platforms such as Fidelity/NFS. The team also educates local seniors through Medicare-focused seminars.

Team overview

-- AVG AGE
$22.9M AVG AUM / ADVISOR
$157.4K AVG AUM / CLIENT
3.6 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Oak Pioneer Delta radial Crest

Client Personas

Alpha frontier

Custodian

Fusion horizon Wave Eagle prime Eagle Meridian timber Bridge Capital Frontier Crest Capital peak Frontier peak

Investment Themes

Vital fusion Delta ember Catalyst Focus bridge

Investment Vehicles

Pioneer focus

Services

Radial meridian Timber Alpha Radial quantum Unison Element alpha Pioneer Prime bridge Frontier pathway Capital Timber Matrix timber

Technology

Summit Prime Eagle ember Vector

Owner & Executives

K

KEVIN R CONNOLLY

Advisor, Chief Compliance Officer, Chief Executive Officer, Managing Member

CRD
#5325347
Ownership
50% but less than 75%
(603) 425-2623
delta.legacy@foundationcapital.com
in linkedin.com/in/fusion-radial
A

ALLEN CLIFFORD DEMBSKI

Chief Operating Officer, Managing Partner

CRD
#5215092
Ownership
50% but less than 75%
(703) 896-5178
capital.zenith@meridiancapital.com
in linkedin.com/in/atlas-timber

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Contacts

J

Jeffrey A Husarek

Financial Advisor

CRD
#7219161
(202) 940-3683
alpha.wave@radialcapital.com
in linkedin.com/in/signal-vertex
J

JULIANA C JANSON

Financial Advisor

CRD
#7665318
(639) 447-6243
prime.unison@radialcapital.com
in linkedin.com/in/signal-frontier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-05-2022
06-29-2023
01-04-2024
03-05-2025
01-26-2026
Category Assets AVG. Account size
Discretionary $91,738,676 $127,062
Non-Discretionary $0 --
Total $91,738,676 $127,062

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Separately Managed Accounts

Total SMA Asset: $91,738,676

$91.7M Total SMA
Equity - Exchange:
20.5%
Corporate - Investment Grade:
15.4%
Cash:
25.4%
U.S. Government/Agency:
14.3%
Municipal Bonds:
24.4%
Asset class Assets Assets %
Equity - Exchange $286,382,329 20.5%
Corporate - Investment Grade $215,135,994 15.4%
Cash $354,834,691 25.4%
U.S. Government/Agency $199,769,137 14.3%
Municipal Bonds $340,864,820 24.4%
Total $1,396,986,971 100.0%

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