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| Keyboard |
| Paradigm Investment Advisory LLC
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|---|---|
| CRD # | 334370 |
| SEC # | 801-131802 |
| CIK # | |
| AUM | 425.1 M (2026-03-30) |
| Employees | 8 (88% Investors, 100% Brokers) |
| Phone | 908-450-7402 |
| Address | 1140 US 22 East Bridgewater, NJ 08807 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 22.1 |
| (b) Individuals (high net worth individuals) | 36 | 160.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 153 | 182.8 |
| By Discretionary | ||
| Discretionary | 153 | 182.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 153 | 182.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 182.8 | |
| Total | 153 | 182.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Power Wealth Management LLC
✚
|
GA | 429.9 M |
|
QBOX Fiduciary Solutions LLC
✚
|
IN | 429.2 M |
|
Shearwater Capital LLC
✚
|
CO | 427.3 M |
|
O'Donnell Financial Services LLC
✚
|
CA | 427.1 M |
|
Cypress Capital LLC
✚
|
TN | 426.0 M |
|
Professional Financial Advisors Inc
✚
|
PA | 426.0 M |
|
OMNI 360 Wealth Inc
✚
|
NJ | 425.7 M |
|
Sylvest Advisors LLC
✚
|
TX | 425.7 M |
|
Smart Money Group LLC
✚
|
TX | 424.3 M |
|
Sage Financial Management Group Inc
✚
|
VA | 423.2 M |