This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.87 fund_share=0.0 institutional_share=0.13 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$91.7MItem 5.F on the latest filing (2026-01-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$91.7M

Private client RAUM

$79.8MderivedItem 5.D individuals plus high net worth individuals

Private client share

87%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$22.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

722

Individual clients

427

High net worth clients

18

SEC number

801-120033

CRD

168937

Filings on the tape

20

First filed

Nov 24, 2020

Latest filed

Jan 26, 2026

Organised

Limited Liability Company, NY

Website

buffalofirstllc.com

• Occurred

  Nov 24, 2020
  First Form ADV filing

  Buffalo First Wealth Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ff6dd0b9-04ad-284e-9fb0-2dc749bea3a3

First observed

Nov 24, 2020

Last observed

Jan 26, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.