Buffalo First Wealth Management, Llc
- Regulatory AUM
- $91.7M
- Discretionary
- $91.7M
- Clients
- 583
- Avg AUM / client
- $157K
- Accounts
- 722
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 427 | $53.1M | 57.9% |
| High net worth individuals | 18 | $26.7M | 29.1% |
| Pension and profit sharing plans | 135 | $11.5M | 12.5% |
| Insurance companies | 3 | $458K | 0.5% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Allen Clifford Dembski | Chief Operation Officer, Managing Partner | Aug 2013 (13y) | 50% – 75% | |
| Kevin R Connolly | Chief Executive Officer; Chief Compliance Officer; Managing Member | Aug 2013 (13y) | 50% – 75% | |
| Juliana C Janson | Registered representative | Dec 2022 (4y) | ||
| Jeffrey A Husarek | Registered representative | Mar 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/26/2026 | 909 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $22.3M (24% of AUM) Jan 2026
- Charles Schwab & Co. $11.4M (24% of AUM) Jan 2023
- Truist Financial Corp $8.6M (9% of AUM) Jan 2026
- Altruist Financial $8.6M (9% of AUM) Jan 2026
- Apex Clearing $5.2M (11% of AUM) Jan 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 26, 2026.
View current Form ADV (SEC/IAPD) ↗