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Paradigm Wealth Advisory LLC

● SEC registered since 2016CRD 283120SEC# 801-107403Bridgewater, NJ
Export (members)
Reg. AUM
$468.3M
Employees
16
Accounts
2,521
Location
Bridgewater, NJ

Paradigm Wealth Advisory LLC assets under management

Paradigm Wealth Advisory LLC is an SEC-registered investment adviser based in Bridgewater, NJ. The firm has been registered since 2016. It reports $468.3 million in regulatory assets under management and employs 16 people.

Paradigm Wealth Advisory LLC owners & executives

3 reported
NameTitleOwnershipSince
David Timothy Provinsal ControlManaging Partner And Chief Compliance OfficerUnder 5%2014
Paradigm Wealth Management Holdings LLC ControlParent/Holding CompanyOver 75%2016
David Timothy Provinsal ControlManaging MemberOver 75%2014

Frequently asked questions

How much does Paradigm Wealth Advisory LLC manage?

Paradigm Wealth Advisory LLC reports $468.3 million in regulatory assets under management on its Form ADV.

How many employees does Paradigm Wealth Advisory LLC have?

Paradigm Wealth Advisory LLC reports 16 employees.

Where is Paradigm Wealth Advisory LLC located?

Paradigm Wealth Advisory LLC is based in Bridgewater, NJ and has been SEC-registered since 2016.

Does Paradigm Wealth Advisory LLC disclose fund performance?

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

Contact & registration

Address1140 Highway 22 East, Suite 105, Bridgewater, NJ 08807
Phone(908) 450-7402
Fax(908) 450-7404
Office hours9:00a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$468.3M
Non-discretionary$0
Total (RAUM)$468.3M