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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| Paradigm Strategies in Wealth Management LLC
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| CRD # | 110372 |
| SEC # | 801-79270 |
| CIK # | 0001859579 |
| AUM | $295.8 M (2025-07-09) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 763-201-1025 |
| Address | 11324 86th Avenue North Maple Grove, MN 55369 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 4.3 | ||
| Apple Inc | 3.6 | ||
| Amazon Com Inc | 0.7 | ||
| Costco Wholesale Corp /NEW | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 125 | 49.5 |
| (b) Individuals (high net worth individuals) | 89 | 245.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 673 | 295.8 |
| By Discretionary | ||
| Discretionary | 671 | 295.3 |
| Non-Discretionary | 2 | 0.5 |
| Total | 673 | 295.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 294.5 | |
| Total | 673 | 295.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001859579] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Kevin M Gibney and Company LLC
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NJ | 0.3 |
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Greenwood Family Advisors LLC
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FL | 0.3 |
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BWM Planning LLC
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TX | 0.3 |
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Kilner Capital Advisors LLC
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MD | 0.3 |
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The Palmer Knight Company
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FL | 0.3 |
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Retirement Capital Strategies Inc
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CA | 0.3 |
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Odyssey Personal Financial Advisors LLC
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GA | 0.3 |
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BCI Securities Inc
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FL | 0.3 |
|
Gebhardt Group Inc
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CA | 0.3 |
|
Quantum Portfolio Management LLC
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NY | 0.3 |