Paradiem, LLC
Paradiem, LLC is an SEC-registered wealth manager in Covington, LA with $483.4M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Paradiem, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158200, SEC 801-110924, data through 2026-06-11.
- AUM (assets under management / regulatory AUM)
- $483.4M (2026-06-11)
- Firm type
- Wealth Manager
- Location
- Covington, LA
- Employees
- 14
- Clients
- 140
- CRD
- 158200
- Ownership
- DUNAVANT, ERIC, LEE; TACKETT, SANDRA, E; STONER, WILLIAM, ANDREW; FENGER, RAY, MARIE; SCHULER, KRISTINA, BROWN
How much AUM does Paradiem, LLC have?
Paradiem, LLC reported $483.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-11).
Who owns Paradiem, LLC?
Disclosed owners and executives of Paradiem, LLC include DUNAVANT, ERIC, LEE, TACKETT, SANDRA, E, STONER, WILLIAM, ANDREW, FENGER, RAY, MARIE, SCHULER, KRISTINA, BROWN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.