PPrivate Fund Data Log in Join · $37/mo

Paradigm, Strategies in Wealth Management, LLC

● SEC registered since 2014CRD 110372SEC# 801-79270Maple Grove, MN
Export (members)
Reg. AUM
$295.8M
Employees
5
Accounts
673
Location
Maple Grove, MN

Paradigm, Strategies in Wealth Management, LLC assets under management

Paradigm, Strategies in Wealth Management, LLC is an SEC-registered investment adviser based in Maple Grove, MN. The firm has been registered since 2014. It reports $295.8 million in regulatory assets under management and employs 5 people.

Paradigm, Strategies in Wealth Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Kristina Marie Bentzen ControlChief Compliance Officer25-50%2024
Kristina Marie Bentzen ControlManaging Member, President25-50%2020
Sean F. Grote ControlManaging Member, And Vice President Of Investments And Client Services10-25%2024
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Paradigm, Strategies in Wealth Management, LLC manage?

Paradigm, Strategies in Wealth Management, LLC reports $295.8 million in regulatory assets under management on its Form ADV.

How many employees does Paradigm, Strategies in Wealth Management, LLC have?

Paradigm, Strategies in Wealth Management, LLC reports 5 employees.

Where is Paradigm, Strategies in Wealth Management, LLC located?

Paradigm, Strategies in Wealth Management, LLC is based in Maple Grove, MN and has been SEC-registered since 2014.

Does Paradigm, Strategies in Wealth Management, LLC disclose fund performance?

Paradigm, Strategies in Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11324 86th Avenue North, Maple Grove, MN 55369
Phone763-201-1025
Fax763-201-1026
Office hours8a.m.-5p.m.
SEC regionChicago Regional Office (CHRO)
CIK1859579
Discloses disciplinary historyNo

Assets under management

Discretionary$295.3M
Non-discretionary$520K
Total (RAUM)$295.8M