Robert Scott Tremlett
Investment adviser representative at Paramount Associates Wealth Management
12 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$146.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Paramount Associates Wealth ManagementJan 2026 to now
- Niagara International Capital LimtedJun 2017 to now
- Paramount Associates, LLCJun 2017 to now
- KaplanJun 2016 to now
- Various Insurance Carriers for W&r Insurance AgenciesOct 2014 to now
- Waddell & Reed, IncOct 2014 to Jun 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (CO).
Paramount Associates Wealth Management
Legal name: Paramount Associates Wealth Management, LLC
$146.5MAssets managed
193Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4514583
- Firm CRD
- 288537