PARADIGM INVESTMENT ADVISORY, LLC

CRD 334370 · SEC 801-131802

Visit website

1140 US 22 EAST, SUITE 105, BRIDGEWATER, NJ, 08807, United States

Phone

908-450-7402

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$425.1M

Discretionary AUM

$425.1M

Team

8 total employees; 8 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	81	$238.5M
High net worth individuals	563	$154.0M
Charitable organizations	1	$32.6M

States served

VT, AL, AZ, CA, CO, DE, DC, GA, IL, IN, KS, LA, ME, MD, MA, MI, MN, MS, MT, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL

All web addresses on file

https://paradigm-partners.com/
https://www.linkedin.com/company/paradigm-wealth-partners-llc/?viewAsMember=true

Official SEC filing: View on IAPD