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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) |
| Fees | |
| Minimum | |
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Vista Advisor Group LLC
✚
|
CA | 314.6 M |
|
Define Financial LLC
✚
|
CA | 314.6 M |
|
Bernard Wealth Management Corp
✚
|
MI | 314.2 M |
|
Ricketts Financial LLC
✚
|
KY | 314.0 M |
|
Tieton Capital Management LLC
✚
|
WA | 314.0 M |
|
Certified Tax Service Inc
✚
|
IL | 313.9 M |
|
Trust Advisory Group Ltd
✚
|
AL | 313.5 M |
|
Carolina Wealth Advisors LLC
✚
|
SC | 313.4 M |
|
Melone Private Wealth LLC
✚
|
MI | 313.2 M |
|
Brady Family Wealth LLC
✚
|
MO | 312.7 M |