PARAMOUNT WEALTH ADVISORS

Overview

Paramount Wealth Advisors is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional clients, and it markets itself as a capital allocator that also selects outside managers. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, and manager selection. Fees are charged on a percentage-of-assets basis along with hourly and fixed-fee arrangements. The firm does not characterize itself as an active ESG investor and is not a multi-state or newly formed adviser. It lists industry ties to a law firm and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives