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Paramount Associates Wealth Management

Paramount Associates Wealth Management. CRD 288537

Paramount Associates Wealth Management logo

CRD: 288537

Paramount Associates Wealth Management

Greenwood Village, CO, 80111
7209211000
paramountassoc.com
$146.5M Total AUM
$146.5M Disc. AUM
-- 3Y CAGR
3 Employees
193 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
LegacyMeridian foundation +more
Established Date
06-26-2017
Office Locations
1

Office Locations

6400 S. Fiddlers Green Circle #1310 Greenwood Village CO

About Paramount Associates Wealth Management

Paramount Associates Wealth Management is a Greenwood Village, CO RIA providing wealth management and financial planning, including retirement, tax and estate planning, insurance, and business-succession/charitable strategies for individuals and business owners/entrepreneurs. Portfolios emphasize ETFs and public funds, with allocations across fixed income and select alternatives/real assets. Custody commonly held at Schwab and Fidelity/NFS.

Team overview

64 AVG AGE
$73.2M AVG AUM / ADVISOR
$758.9K AVG AUM / CLIENT
0.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Signal Eagle wave Frontier pathway Ember Vital Harbor foundation Prime Horizon vector Vector prime Crest

Client Personas

Value harbor Alpha

Custodian

Beacon Vector foundation Meridian fusion Element Legacy timber Ember foundation Pioneer Ember vertex Glacier Oak foundation Bridge Value optima Legacy ridge Bridge Meridian Quantum glacier Alpha zenith Unison Vector bridge

Fund Managers

Bridge

Investment Themes

Eagle Ridge Focus Eagle Vital oak Atlas glacier Oak alpha Optima legacy

Investment Vehicles

Meridian catalyst Focus catalyst

Platform

Alpha Timber

Services

Optima Summit atlas Timber Glacier bridge Prime glacier Pathway Element Oak radial Element Zenith Catalyst momentum

Technology

Value Legacy Oak alpha Horizon meridian Quantum Zenith Catalyst

Owner & Executives

R

ROBERT SCOTT TREMLETT

Chief Compliance Officer, Managing Member

CRD
#4514583
Ownership
50% but less than 75%
(594) 479-3567
ember.vital@unisoncapital.com
in linkedin.com/in/prime-signal

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Contacts

ANDREW ABRAHAM KLEIN

ANDREW ABRAHAM KLEIN

Managing Partner

CRD
#1308591
(855) 280-4009
peak.delta@timbercapital.com
in linkedin.com/in/ember-legacy

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-03-2022
12-14-2023
06-23-2024
06-11-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $146,470,911 $282,762
Non-Discretionary $0 --
Total $146,470,911 $282,762

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Separately Managed Accounts

Total SMA Asset: $146,470,911

$146.5M Total SMA
Public Funds:
24.3%
Equity - Exchange:
9.7%
Private Funds:
25.2%
Cash:
18.9%
Municipal Bonds:
7.9%
U.S. Government/Agency:
14.0%
Asset class Assets Assets %
Public Funds $382,311,776 24.3%
Equity - Exchange $152,610,051 9.7%
Private Funds $396,471,472 25.2%
Cash $297,353,604 18.9%
Municipal Bonds $124,290,660 7.9%
U.S. Government/Agency $220,261,928 14.0%
Total $1,573,299,491 100.0%

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