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BUFFALO FIRST WEALTH MANAGEMENT, LLC

CRD 168937File 801-120033
APPROVED
Retail clients
Filing as of Jan 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$91.7M
Bottom 25% of cohort (national)
Discretionary AUM
$91.7M
Clients
583
722 accounts
Employees
4
Bottom 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Dec 24, 2020
Principal office
7606 TRANSIT RD, SUITE 100, WILLIAMSVILLE, NY, 14221
Phone
716-861-7371

Assets & accounts

ADV Item 5F
Total regulatory AUM
$91.7M
Discretionary AUM
$91.7M
Non-discretionary AUM
$0
Discretionary accounts
722
Non-discretionary accounts
0
Total accounts
722
AUM per client
$157K

Clients by type

ADV Item 5D
Client typeClientsAUM
Insurance companiesFewer than 5$458K
High net worth individuals18$26.7M
Pension and profit sharing plans135$11.5M
Individuals (other than high net worth individuals)427$53.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Other
  • Publications
  • Financial planning services
  • Portfolio management for other
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.