RIA Intel›Advisers›New Jersey›PARADIGM WEALTH ADVISORY LLC

PARADIGM WEALTH ADVISORY LLC

Advisory

N·BRIDGEWATER, NJ

Data as of Feb 25, 2026 · Source: SEC Form ADV

Total AUM
$468M
1-Year AUM Growth
+31.5%
3-Year CAGR
+10.0%
Employees
10
Assets Under Management
Total AUM$468M
Discretionary AUM$468M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients773
Team
Total Employees10
Investment Advisers14
Employee Growth (1Y)+50.0%
Filing History
Total Filings on Record22
First FilingMar 3, 2016
Latest FilingFeb 25, 2026
🔒 Full AUM trend chart and 22 historical filings spanning 10+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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