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| Paradigm Strategies in Wealth Management LLC
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|---|---|
| CRD # | 110372 |
| SEC # | 801-79270 |
| CIK # | 0001859579 |
| AUM | $275.8 MM (2024-08-01) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 763-201-1025 |
| Address | 11324 86th Avenue North Maple Grove, MN 55369 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| PG | 338,108.9 | 4.9 | |
| AAPL | 2,382,844.0 | 3.9 | |
| AMZN | 1,092,997.8 | 0.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 42.2 |
| (b) Individuals (high net worth individuals) | 90 | 232.5 |
| (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 | 1 | 1.1 |
| (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 | 635 | 275.8 |
| By Discretionary | ||
| Discretionary | 635 | 275.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 635 | 275.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 275.8 | |
| Total | 635 | 275.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001859579] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
L K Benson & Company PC
✚
|
MD | 0.3 |
|
Legacy Investment Partners LLC
✚
|
KS | 0.3 |
|
Ridgepath Capital Management LLC
✚
|
TN | 0.3 |
|
Carpenter Claydon Advisors Inc
✚
|
FL | 0.3 |
|
Provence Registered Investment Advisor LLC
✚
|
CA | 0.3 |
|
Peachtree Wealth Advisors Inc
✚
|
GA | 0.3 |
|
Malaga Cove Capital LLC
✚
|
CA | 0.3 |
|
Colonial River Investments LLC
✚
|
VA | 0.3 |
|
Westpark Wealth Advisors Inc
✚
|
TX | 0.3 |
|
Lodestone Wealth Management LLC
✚
|
WA | 0.3 |