Paradigm Wealth Advisory LLC
Paradigm Wealth Advisory LLC is an SEC-registered mass-market adviser in Bridgewater, NJ with $201.2M assets under management (AUM, regulatory AUM), -57% over one year. See who owns Paradigm Wealth Advisory LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283120, SEC 801-107403, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $201.2M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Bridgewater, NJ
- Employees
- 14
- Clients
- 283
- CRD
- 283120
- Ownership
- PROVINSAL, DAVID, TIMOTHY; GIEGERICH, DAVID, PAUL; PARADIGM WEALTH MANAGEMENT HOLDINGS LLC; WINN, CHRISTOPHER, EDWARD
How much AUM does Paradigm Wealth Advisory LLC have?
Paradigm Wealth Advisory LLC reported $201.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Paradigm Wealth Advisory LLC?
Disclosed owners and executives of Paradigm Wealth Advisory LLC include PROVINSAL, DAVID, TIMOTHY, GIEGERICH, DAVID, PAUL, PARADIGM WEALTH MANAGEMENT HOLDINGS LLC, WINN, CHRISTOPHER, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.