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PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC
CRD 110372 · SEC 801-79270
11324 86TH AVENUE NORTH, MAPLE GROVE, MN, 55369, United States
Phone
763-201-1025
Fax
763-201-1026
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$313.7M
Discretionary AUM
$313.7M
Team
5 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $47.5M |
| High net worth individuals | 93 | $265.1M |
| Charitable organizations | 1 | $1.0M |
States served
CA, MN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD