Andrew Klein
Paramount Associates Wealth Management · Greenwood Village, Colorado
Andrew Klein is a fee-only financial advisor at Paramount Associates Wealth Management in Greenwood Village, Colorado. Paramount Associates Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Paramount Associates Wealth Management |
|---|---|
| Based in | Greenwood Village, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $146.5M across 518 accounts |
| SEC registration | Investment adviser representative in CO · CRD 1308591 |
| Exams passed | Series 63 (1985) · Series 66 (2001) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.paramountassoc.com |
| Profile |
How Andrew's firm compares
- Paramount Associates Wealth Management's average account is about $283,000, from its Form ADV (assets managed divided by 518 accounts).
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Questions about Andrew
Is Andrew Klein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Paramount Associates Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Paramount Associates Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Klein based?
Andrew Klein is based in Greenwood Village, Colorado.
Is Andrew Klein registered with the SEC?
Yes. Andrew Klein is registered as an investment adviser representative in CO (CRD 1308591), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Paramount Associates Wealth Management manage?
Paramount Associates Wealth Management reports $146.5M across 518 accounts in assets under management.
How do I contact Andrew Klein?
Through Andrew's website, www.paramountassoc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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