Paramount Associates Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$144,227,469
Clients
189
Advisors
2
of 3 employees
About
Paramount Associates Wealth Management provides discretionary and non‑discretionary investment management, comprehensive financial planning, retirement‑plan advisory (including the option to serve as a 3(38) investment manager), and limited consulting to individuals (both non‑HNW and high‑net‑worth), family foundations, trusts, and employer retirement plans. The firm reports managing about $146 million across roughly 189 client relationships and typically charges fees based on a percentage of assets under management.
The firm’s process begins with a comprehensive financial plan that drives an economic‑driven global asset allocation, with allocations across mutual funds, ETFs, individual equities and debt, REITs, infrastructure, and selected private investments. Portfolios are reviewed at least quarterly and private‑investment suitability is assessed using Fidelity’s preferred list followed by Paramount Associates’ additional due diligence and ongoing manager reviews.
Compared with peers of similar size, Paramount Associates is notable for acting as a wrap‑fee program sponsor, a relatively uncommon arrangement that bundles advisory, execution, custody, and reporting into a single fee and that the firm discloses may create incentives affecting trade frequency. The firm also relies on an institutional relationship with Fidelity for administrative, trading, and research services and discloses policies intended to mitigate potential conflicts related to custody, soft‑dollar benefits, and standing letters of authorization.
Client services
Expertise
Occupation focus
Fee options
$250/hour for consulting services
Account minimum: $250,000 Minimum fee: $500 for asset management; $1,000 for asset management and financial planning
Main office
6400 S. Fiddlers Green Circle #1310
Greenwood Village CO 80111
Advisors at this office
2
Most active in
Colorado · New Jersey · New York · Texas · Wisconsin
Also doing business as
Paramount Associates Wealth Management · Paramount Associates Wealth Management, LLC · Paramount Associates, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Andrew K
Series 63, Series 66
Greenwood Village, CO
Paramount Associates Wealth Management
Andrew Klein is a financial advisor with Paramount Associates Wealth Management in Greenwood Village, CO, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His prior roles include positions at Niagara International Capital Limited and Waddell & Reed, Inc. since 2009. Paramount Associates provides investment management, financial planning, retirement-plan advisory, and consulting services to individuals, family foundations, trusts, charitable organizations, and employer plans. The firm uses a comprehensive financial planning process and an economic-driven global asset allocation framework to construct diversified portfolios, including alternative and private investments, and offers both discretionary and non-discretionary account management with regular monitoring.
Robert T
CFP®, ChFC®, Series 63, Series 65
Greenwood Village, CO
Paramount Associates Wealth Management
Robert Tremlett is a financial advisor at Paramount Associates Wealth Management in Greenwood Village, CO, holding the CFP® and ChFC® designations with 23 years of industry experience. He has worked at Niagara International Capital Limited and Waddell & Reed, Inc., among other firms. Outside of his advisory role, Tremlett teaches at Kaplan, dedicating 16 hours per month to university-level instruction. Paramount Associates Wealth Management provides investment management, financial planning, retirement-plan advisory, and limited consulting services to individuals, family foundations, trusts, charitable organizations, and employer plans. The firm employs a comprehensive financial planning approach combined with an economic-driven global asset allocation framework, managing portfolios that include mutual funds, ETFs, equities, bonds, and alternative investments.
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