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- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-23-2021
- Office Locations
- 1
Office Locations
About Paramount Wealth Advisors
Invictus Advisory Services, LLC is a fee-only, New York-registered RIA providing integrated wealth and asset management with trust solutions and legacy protection. The firm builds actively managed, transparent portfolios aligned to each client’s risk parameters, and supports tax and estate planning with on-demand guidance. Investment implementation includes ETFs and other public funds; custody relationships include Charles Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 84 clients, or 42 clients per representative. That equates to $448.1K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on May 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
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Owner & Executives
PAUL KENNETH ISAAC SR
Managing Member
- CRD
- #3114299
- Ownership
- 75% or more
Ryan P Collins
Chief Compliance Officer, Trust Advisor
- CRD
- #5676480
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,639,930 | $437,674 |
| Non-Discretionary | $0 | -- |
| Total | $37,639,930 | $437,674 |
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Separately Managed Accounts
SMA allocation detail is available
Paramount Wealth Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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