WILLIAMSVILLE, NYCRD 168937Latest ADV January 26, 2026
Buffalo First Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Williamsville, NY. Its latest Form ADV filing, dated January 26, 2026, reports $92M in regulatory assets under management, 4 employees, and 722 accounts.
Assets Under Management
$92M
Employees
4
Offices
--
Total Clients
583
Primary office
WILLIAMSVILLE, NY
7606 TRANSIT RD, SUITE 100, WILLIAMSVILLE, NY, United States
Top client segmentIndividuals represent 73.2% of total clients.
Top client categories% of clientsClients
1
Individuals
73.2%
427
2
Pension Plans
23.2%
135
3
HNWI
3.1%
18
4
Insurance Cos.
0.5%
3
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$92Mas of January 26, 2026
Discretionary100.0%
$92M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$92M
Total Accounts722
10Y AUM Change+$50M (+122.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee146:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.