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Paramount Wealth Advisors

Paramount Wealth Advisors. CRD 312399

P

CRD: 312399

Paramount Wealth Advisors

Buffalo, NY, 14224
7167120127
www.trustinvictus.com
$37.6M Total AUM
$37.6M Disc. AUM
-- 3Y CAGR
3 Employees
84 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Assetmark · Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
08-23-2021
Office Locations
1

Office Locations

1090 Union Road Suite 230 Buffalo NY

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.

Team overview

35 AVG AGE
$18.8M AVG AUM / ADVISOR
$448.1K AVG AUM / CLIENT
2.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age

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Asset Classes

Legacy optima Harbor Vector Unison Vital

Client Personas

Catalyst prime

Investment Themes

Pioneer harbor Prime delta

Investment Vehicles

Summit fusion Atlas bridge

Services

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Owner & Executives

P

PAUL KENNETH ISAAC SR

Managing Member

CRD
#3114299
Ownership
75% or more
(223) 269-9468
prime.beacon@catalystcapital.com
in linkedin.com/in/delta-peak
R

Ryan P Collins

Chief Compliance Officer, Trust Advisor

CRD
#5676480
Ownership
Less than 5%
(490) 458-1061
meridian.unison@optimacapital.com
in linkedin.com/in/optima-vital

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-05-2026
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

Total SMA Asset: $37,639,930

$37.6M Total SMA
Public Funds:
21.9%
Equity - Exchange:
22.7%
Cash:
16.2%
Municipal Bonds:
22.2%
U.S. Government/Agency:
17.0%
Asset class Assets Assets %
Public Funds $480,781,967 21.9%
Equity - Exchange $498,344,779 22.7%
Cash $355,646,935 16.2%
Municipal Bonds $487,368,022 22.2%
U.S. Government/Agency $373,209,746 17.0%
Total $2,195,351,449 100.0%

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