|
⚲
|
| Keyboard |
| Paradigm Wealth Advisory LLC
✚
|
|
|---|---|
| CRD # | 283120 |
| SEC # | 801-107403 |
| CIK # | |
| AUM | 201.2 M (2026-03-23) |
| Employees | 14 (71% Investors, 43% Brokers) |
| Phone | 908-450-7402 |
| Address | 1140 Highway 22 East Bridgewater, NJ 08807 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 215 | 48.3 |
| (b) Individuals (high net worth individuals) | 65 | 149.6 |
| (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 | 1 | 2.8 |
| (h) Charitable organizations | 2 | 0.5 |
| (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 | 948 | 201.2 |
| By Discretionary | ||
| Discretionary | 948 | 201.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 948 | 201.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 201.2 | |
| Total | 948 | 201.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Brown Capital Management LLC
✚
|
AR | 205.2 M |
|
Flavin Financial Services Inc
✚
|
FL | 205.0 M |
|
Teton Wealth Group LLC
✚
|
UT | 204.0 M |
|
BAM Wealth Management LLC
✚
|
CO | 202.0 M |
|
Naviquant Capital Management LLC
✚
|
199.3 M | |
|
Nestlerode & LOY Inc
✚
|
PA | 199.1 M |
|
Invisor Financial LLC
✚
|
KS | 198.5 M |
|
Entasis Asset Management LLC
✚
|
WI | 197.9 M |
|
Davis Wealth Advisors LLC
✚
|
NH | 197.1 M |
|
Amphora Wealth Management LLC
✚
|
NC | 196.2 M |