What is Buffalo First Wealth Management's NAICS code?

Buffalo First Wealth Management's NAICS code is 52 (Finance and Insurance).

Insights

Boutique RIA Small team size (2-10 employees) suggests a highly personalized service model with potential to upsell standalone financial planning, wealth management packages, and ongoing advisory retainers to attract higher net worth clients.

Growth Potential Revenue range of 1M to 10M indicates room for expansion through expanding client base, add-on advisory services, and scaling technology to improve efficiency and cross-sell investment products.

Tech Stack Current web and security stack (WordPress, Sucuri, GoDaddy, reCAPTCHA) points to a modern online presence with opportunities to professionalize client onboarding, digital marketing, and CRM integration to drive lead generation.

Competitive Context Operating in the financial services space with established peers, presenting a window for partnership or platform migration discussions, fee benchmarking, and access to institutional tools via partnerships.

Strategic Fit RIA business model aligns with holistic financial planning needs; potential sales angles include integrated planning solutions, fiduciary-focused investment platforms, and value-added services that differentiate from larger firms.

Similar companies to Buffalo First Wealth Management

Charles Schwab
35K$10B+
Northwestern Mutual
38K$10B+
Ameriprise Financial
1$50M - $100M
Fidelity Investments
85K$10B+
Vanguard
28K$10B+
Merrill Lynch
35K$10B+
Morgan Stanley
102K$10B+
UBS
118K$10B+
Raymond James
20K$10B+
Edward Jones
46K$10B+

Buffalo First Wealth Management Tech Stack

Buffalo First Wealth Management uses 8 technology products and services including Sucuri, WordPress, MySQL, and more. Explore Buffalo First Wealth Management's tech stack below.

Sucuri
Content Delivery Network
WordPress
Content Management System
MySQL
Database
Google Fonts API
Font Scripts
mobile-detect.js
Javascript Libraries
Slider Revolution
Miscellaneous
reCAPTCHA
Security
GoDaddy
Web Hosting

Buffalo First Wealth Management's Email Address Formats

Buffalo First Wealth Management uses at least 3 email formats:

Buffalo First Wealth Management Email Formats	Example	Percentage
FLast@buffalofirstllc.com	JDoe@buffalofirstllc.com	63%
FMLast@buffalofirstllc.com	JMDoe@buffalofirstllc.com	25%
First.Last@buffalofirstllc.com	John.Doe@buffalofirstllc.com	12%

Frequently Asked Questions

What is Buffalo First Wealth Management's official website and social media links?

Buffalo First Wealth Management's official website is buffalofirstllc.com and has social profiles on LinkedIn.

How much revenue does Buffalo First Wealth Management generate?

As of September 2026, Buffalo First Wealth Management's annual revenue is estimated to be $1M - $10M.

What is Buffalo First Wealth Management's SIC code and NAICS code?

Buffalo First Wealth Management's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Buffalo First Wealth Management have currently?

As of September 2026, Buffalo First Wealth Management has approximately 5 employees across 1 continents, including North America. Key team members include Partner/Coo: A. D. Explore Buffalo First Wealth Management's employee directory with LeadIQ.

What industry does Buffalo First Wealth Management belong to?

Buffalo First Wealth Management operates in the Financial Services industry.

What technology does Buffalo First Wealth Management use?

Buffalo First Wealth Management's tech stack includes Sucuri, WordPress, MySQL, Google Fonts API, mobile-detect.js, Slider Revolution, reCAPTCHA and GoDaddy.

What is Buffalo First Wealth Management's email format?

Buffalo First Wealth Management's email format typically follows the pattern of FLast@buffalofirstllc.com. Find more Buffalo First Wealth Management email formats with LeadIQ.

When was Buffalo First Wealth Management founded?

Buffalo First Wealth Management was founded in 2013.

Buffalo First Wealth Management

Q: What technology does Buffalo First Wealth Management use?

Buffalo First Wealth Management's tech stack includes Underscore.js, PHP, HTTP/3, Nginx, Punycode.

Financial ServicesNew York, United States2-10 Employees

Buffalo First Wealth Management, LLC operates as a registered investment advisory firm in the financial services sector. Based in Buffalo, New York, the company emphasizes comprehensive financial planning to help clients align their financial decisions with long-term life goals, aiming to offer value-driven, prudent solutions for personal financial planning.

Serving an individual client base, the firm positions itself to attract and retain clients by providing financially sound guidance and a strategic outlook for achieving their stated life plans. As a small enterprise with a regional focus, it situates itself within a competitive landscape of large national firms, seeking to differentiate through proficiency and thoughtful financial stewardship.