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| Paradigm Strategies in Wealth Management LLC
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|---|---|
| CRD # | 110372 |
| SEC # | 801-79270 |
| CIK # | 0001859579 |
| AUM | $313.7 M (2026-02-26) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 763-201-1025 |
| Address | 11324 86th Avenue North Maple Grove, MN 55369 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 3.8 | ||
| Apple Inc | 3.7 | ||
| Amazon Com Inc | 0.7 | ||
| Costco Wholesale Corp /NEW | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 125 | 47.5 |
| (b) Individuals (high net worth individuals) | 93 | 265.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 675 | 313.7 |
| By Discretionary | ||
| Discretionary | 675 | 313.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 675 | 313.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 313.7 | |
| Total | 675 | 313.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001859579] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Vista Advisor Group LLC
✚
|
CA | 0.3 |
|
Define Financial LLC
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|
CA | 0.3 |
|
Bernard Wealth Management Corp
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|
MI | 0.3 |
|
Ricketts Financial LLC
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|
KY | 0.3 |
|
Tieton Capital Management LLC
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|
WA | 0.3 |
|
Certified Tax Service Inc
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|
IL | 0.3 |
|
Trust Advisory Group Ltd
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|
AL | 0.3 |
|
Carolina Wealth Advisors LLC
✚
|
SC | 0.3 |
|
Melone Private Wealth LLC
✚
|
MI | 0.3 |
|
Brady Family Wealth LLC
✚
|
MO | 0.3 |