Paramount Associates

Summary

Paramount Associates (website paramountassoc.com) claims to be a Registered Investment Advisor (RIA) based in Greenwood Village, Colorado, offering wealth management, financial planning, portfolio management, and other services. Based on public information, its domain has been registered for over 8 years, the website content is relatively complete, and it discloses team information, service scope, and legal disclaimers. However, currently, publicly available materials cannot confirm its valid regulatory license status, and the connection between the company registration information and the website's operating entity requires further verification. This review evaluates the institution from dimensions including company entity, regulatory license, domain, address, contact information, and public footprint, to help investors make more prudent judgments before opening an account or depositing funds.

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Institution Overview

Item	Content
Brand Name	Paramount Associates (also refers to itself as Paramount Associates Wealth Management)
Official Website	https://paramountassoc.com/
Claimed Business Type	Registered Investment Advisor (RIA), Wealth Management, Financial Planning, Portfolio Management, Retirement Planning, Estate Planning, etc.
Claimed Location	Greenwood Village, Colorado, USA
Address Disclosed on Website	6400 S. Fiddlers Green Circle Suite 1310, Greenwood Village, CO 80111
Emails Disclosed on Website	info@paramountassoc.com, stremlett@paramountassoc.com, aklein@paramountassoc.com, general@paramountassoc.com
Phone Disclosed on Website	720-921-1000
Domain Registration Date	2017-05-09
Domain Registrar	GoDaddy.com, LLC

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Company Entity and Registration Information

Website Self-Description

The website homepage states: "Paramount Associates Wealth Management is a Registered Investment Advisor (RIA) located in Greenwood Village, CO." The site also mentions "Investment Advisory Services offered through Paramount Associates Wealth Management, a Registered Investment Adviser."

Public Company Registration Search Results

Searching for names related to "Paramount Associates" through public company registration channels yielded the following results:

• UK Companies House found PARAMOUNT ASSOCIATES LIMITED (Registration Number 05745979), with a status of Dissolved on 19 May 2026, registered address at Unit 2-4 Protection House, Albion Road, North Shields, Tyne & Wear, England, NE30 2RH. The connection between this entity and the claimed US Colorado operating entity cannot be confirmed.
• US SEC EDGAR System found records for companies such as Autodesk, Inc., Amazon.com, Inc., and Apollo Global Management, Inc., but these are publicly traded companies mentioned in the website's portfolio, not Paramount Associates' own registration information.
• Canadian Federal Corporation Registry (Corporations Canada) found no strong matches for "Paramount Associates."
• US State-Level Business Registry (Colorado Secretary of State, etc.) automated queries could not be completed and require manual further verification.

Conclusion: Based on currently available public materials, a valid company registration record for Paramount Associates in Colorado, USA, or any other jurisdiction could not be confirmed. The UK company with the same name is dissolved, and its connection to the website's operating entity is unclear. Company entity verification is uncertain.

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Regulatory and License Status

Website License Statement

The website claims to be a "Registered Investment Advisor (RIA)" and advises clients to check the SEC's adviser.info.sec.gov to verify registration status. The site also mentions "Form CRS is available."

Public Regulatory Search Results

• SEC IAPD (Investment Adviser Public Disclosure) System: An independent query for Paramount Associates' registration status with the SEC has not been completed based on currently available public materials. Although the website provides an entry point for verification, it does not disclose a specific IARD/CRD number. Investors need to verify this themselves on the SEC website.
• Other Regulatory Bodies: No evidence was found that Paramount Associates holds licenses from the US Commodity Futures Trading Commission (CFTC), the UK Financial Conduct Authority (FCA), or other major regulatory bodies.

Conclusion: It is currently impossible to confirm from public materials that Paramount Associates holds a valid regulatory license. The website's RIA statement requires investors to verify it independently through official SEC channels. Caution should be exercised until independent verification is completed.

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Website, Domain, Address, and Contact Information

Website and Domain

• Domain: paramountassoc.com
• Registration Date: 2017-05-09 (approximately 8 years ago)
• Expiration Date: 2027-05-09
• Registrar: GoDaddy.com, LLC
• Domain Age Assessment: Registered for over 8 years, considered a mature domain, reducing the common risk of domain fraud.
• Website Content: The website contains 25 pages with relatively complete content, including a homepage, service descriptions, team introductions, disclosure statements, legal terms, etc. The site uses HTTPS encryption.

Address

The address disclosed on the website is: 6400 S. Fiddlers Green Circle Suite 1310, Greenwood Village, CO 80111.

Note: Based on currently available public materials, a map or registration address verification matching this address with the Paramount Associates brand/company name has not been completed. This address is currently only self-disclosed by the website and cannot be confirmed as a verified registered office or actual operating address.

Contact Information

• Emails: info@paramountassoc.com, stremlett@paramountassoc.com, aklein@paramountassoc.com, general@paramountassoc.com
• Phone: 720-921-1000
• Social Media: The website links to Facebook (Paramount Associates Denver), Instagram (Paramount Wealth Mgmt), and LinkedIn (Paramount Associates Denver) pages.

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Products and Services

According to the website, Paramount Associates offers the following services:

• Financial Planning
• Portfolio Management
• Retirement Planning
• Estate, Charitable Giving & Trust
• Business Planning
• Risk Management

The website also features market insights, GIPS performance reports, podcasts, and events. The team includes CEO Scott Tremlett (holding CIMA, CFP, ChFC certifications) and co-founder Andrew Klein, among others.

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Public Footprint and Negative Information

Public Search Footprint

Searches for keywords like "paramountassoc.com" and "Paramount Associates" using public search engines found no obvious negative results, such as scam complaints, withdrawal issues, regulatory warnings, or blacklist records.

Negative Source Excerpts (Requires Manual Review)

Currently, public searches have not found clear negative sources. However, it is important to note that the absence of negative search results does not equal platform safety, especially when the brand's independent public footprint is weak. Vigilance is still required.

Tip: Before making a decision, investors are advised to conduct more comprehensive searches on search engines, complaint platforms (e.g., Trustpilot, BBB), and regulatory agency websites (e.g., SEC, FCA).

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Comprehensive Evaluation

Score Breakdown

Evaluation Dimension	Score	Explanation
Company Entity Verification	Medium	Website has brand and team information, but the connection between public company registration records and the website's operating entity is unclear
Regulatory License Verification	Low	Website claims RIA status but does not provide an IARD/CRD number; independent regulatory query not completed
Website Quality & Information Disclosure	High	Website content is complete, with detailed service descriptions, team information, and legal statements
Domain Credibility	High	Domain registered for over 8 years, information is stable
Address & Map Verification	Low	Address is only self-disclosed on the website; independent verification not completed
Public Footprint & Negative Information	Medium	No obvious negatives found, but the brand's independent public footprint is weak
Total Score	60/100	Medium Credibility

Key Risk Points

1. Regulatory License Unconfirmed: The website's RIA statement has not been verified through independent public channels. Investors need to verify it themselves on the SEC website.
2. Company Registration Entity Unclear: No valid company registration record clearly corresponding to the website's operating entity was found.
3. Address Not Verified: The address disclosed on the website has not been independently confirmed via maps or registration records.
4. Weak Public Footprint: Apart from the website and social media, there is limited independent third-party information about this brand.

Investor Recommendations

• Do not deposit funds or submit personal sensitive information until the following verifications are completed:
• Check the registration status on the SEC's Investment Adviser Public Disclosure (IAPD) system using the company name or CRD number.
• Check company registration information with the Colorado Secretary of State.
• Verify if the address matches the brand/company name using tools like Google Maps.
• Search for user feedback on complaint platforms (e.g., BBB, Trustpilot).
• Pay attention to risk warnings in the website's legal statements, such as "past performance does not guarantee future results."

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Public Source Links

The following links are from publicly available entry points referenced in this review, allowing readers to verify independently:

• Official Website
• RDAP domain lookup: paramountassoc.com
• Watch Paramount+ on Prime Video - amazon.com
• SEC EDGAR Company Search public-page crawl
• Public Record
• Public Record
• Public Record
• US State Business Registry public-page crawl
• Companies House public-page crawl
• Public Record
• Hong Kong Companies Registry public-page crawl
• Corporations Canada public-page crawl

Frequently Asked Questions

1. What is Paramount Associates? Is it a Forex, CFD, Stock, Precious Metals, Energy, Cryptocurrency, or other investment trading service provider?

Paramount Associates' website claims to be a Registered Investment Advisor (RIA) offering wealth management, financial planning, portfolio management, and retirement planning services. Its business scope covers market types such as stocks, multi-asset, futures, and options. It is an investment advisory and asset management institution, not a Forex, CFD, or cryptocurrency trading platform.

2. What trading products, account services, trading software, platform website features, or financial services does Paramount Associates offer?

Services shown on the website include Financial Planning, Portfolio Management, Retirement Planning, Estate Planning, Business Planning, and Risk Management. The site provides market insights, GIPS performance reports, podcasts, and events, but does not clearly specify specific trading software or account types.

3. Can the website, company entity, registered address, customer service email, contact information, and public materials of Paramount Associates be verified?

The domain (paramountassoc.com) has been registered for over 8 years, and the website content is complete. The website discloses an address (6400 S. Fiddlers Green Circle Suite 1310, Greenwood Village, CO 80111), emails (info@paramountassoc.com, etc.), and phone (720-921-1000). However, the company registration entity and address have not been verified through independent public channels. The UK company with the same name is dissolved and its connection is unclear.

4. Is Paramount Associates regulated? Does it have a public license, registration number, regulatory body, financial services permission, or company search information?

The website claims to be a "Registered Investment Advisor (RIA)," but does not provide a specific IARD/CRD number. Based on currently available public materials, it cannot be confirmed that it holds a valid regulatory license. Investors should verify this themselves on the SEC's IAPD system.

5. Before opening an account, depositing funds, trading, or submitting personal information with Paramount Associates, what key information should investors verify?

Key verifications recommended: ① Verify its RIA registration status via the SEC IAPD system; ② Check company registration information with the Colorado Secretary of State; ③ Verify if the address matches the brand/company name; ④ Search for user feedback on complaint platforms; ⑤ Carefully read the website's legal statements and risk disclosures.

6. Is Paramount Associates a scam platform? Are there any relevant materials online regarding scams, fraud, black platforms, investment fraud, or fake brokers?

Currently, public searches have found no clear records of scams, fraud, or scam complaints. However, the absence of negative results does not equal safety, especially when the company entity and license are unconfirmed. Vigilance is still required.

7. Is Paramount Associates legitimate? Are its company registration, license statement, regulatory materials, and actual operating entity consistent?

Legitimacy cannot currently be confirmed from public materials. The website's RIA statement has not been verified through independent channels, and the connection between the company registration entity and the website's operating entity is unclear. Investors are advised to complete the verifications mentioned above before making a judgment.

8. Is Paramount Associates safe? What should be noted regarding fund security, account security, trading risks, personal data security, and platform credibility?

Due to the unconfirmed regulatory license and company entity, fund security and platform credibility are uncertain. The website has legal statements and risk disclosures, but investors should exercise caution. It is not recommended to deposit funds or submit sensitive information until independent verification is completed.

9. Are there any complaints about Paramount Associates regarding inability to withdraw funds, withdrawal problems, difficulty withdrawing, refusal to pay, or inability to retrieve funds?

Currently, public searches have found no complaints regarding withdrawal issues. However, it should be noted that the brand's independent public footprint is weak, and complaint information may not be widely recorded.

10. Are there any complaints, negative reviews, exposures, negative news, regulatory warnings, blacklist records, or high-risk public materials about Paramount Associates?

Currently, public searches have found no clear complaints, negative reviews, regulatory warnings, or blacklist records. However, investors are advised to conduct more comprehensive searches across multiple platforms (e.g., Trustpilot, BBB, SEC Enforcement Actions page).

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Source Description

This review is based on the following publicly available information sources:

• Official Website: paramountassoc.com and its disclosure pages
• Domain Registration Information: RDAP Query (Verisign)
• UK Companies House: Companies House
• US SEC EDGAR System: SEC EDGAR
• Canadian Federal Corporation Registry: Corporations Canada
• Public Search Engines: Bing Search
• Social Media: Facebook, Instagram, LinkedIn (pages linked from the website)

Disclaimer: This review is based solely on currently available public information and does not constitute investment advice. Before making any decisions, investors should conduct independent verification through official channels and consult with professional advisors. Financial markets involve risk; please act with caution.