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PARADIGM WEALTH ADVISORY LLC
CRD 283120 · SEC 801-107403
1140 HIGHWAY 22 EAST, SUITE 105, BRIDGEWATER, NJ, 08807, United States
Phone
(908) 450-7402
Fax
(908) 450-7404
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$201.2M
Discretionary AUM
$201.2M
Team
14 total employees; 10 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 215 | $48.3M |
| High net worth individuals | 65 | $149.6M |
| Pension/profit sharing plans | 1 | $2.8M |
| Charitable organizations | 2 | $549K |
States served
CA, DE, GA, LA, MD, MA, NJ, NY, NC, PA, SC, TN, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD