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Buffalo First Wealth Management
Buffalo First Wealth Management is a Buffalo, NY-based RIA offering wealth management and financial planning services to individuals and institutions.
Buffalo First Wealth Management
Buffalo First Wealth Management, LLC is an SEC-registered investment adviser in Williamsville, NY, registered since 2020. The firm manages approximately $92 million in assets. It has 4 employees and 4 investment advisers.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Buffalo
Corporate office
Buffalo, NY, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Buffalo First Wealth Management?
Buffalo First Wealth Management's principal leadership is not publicly disclosed. The firm is registered as an RIA but does not list named executives or investment committee members in accessible sources.
What types of clients does Buffalo First Wealth Management serve?
The firm serves both individual and institutional clients, offering financial planning and portfolio management services. Specific client segments or minimum asset requirements are not publicly available.
Is Buffalo First Wealth Management a single-family office or a multi-client RIA?
Public records classify Buffalo First Wealth Management as a registered investment advisor (RIA), not as a family office. It appears to serve multiple clients, though the distinction is not formally stated.
What investment strategies does Buffalo First Wealth Management use?
The firm's specific investment strategies, asset-class preferences, and portfolio construction approach are not publicly documented. As an RIA, it likely offers discretionary management, but details are undisclosed.
Does Buffalo First Wealth Management offer financial planning beyond investment management?
Yes, the firm lists financial planning as part of its services alongside portfolio management. The scope of planning—estate, tax, retirement—is not detailed in public sources.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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