PARADIGM WEALTH ADVISORY LLC

1140 Highway 22 East
Suite 105
Bridgewater, New Jersey 08807
Tel: (908) 450-7402

About PARADIGM WEALTH ADVISORY LLC

PARADIGM WEALTH ADVISORY LLC, formally registered with the SEC as PARADIGM WEALTH ADVISORY LLC. The firm was established in 03/23/2016. They have over 4 offices throughout the country.

PARADIGM WEALTH ADVISORY LLC is a Bridgewater, New Jersey based Financial Planning firm with nearly $356,126,149 assets under management, offering retirement planning & investment advisory services to 2137 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283120
SEC#	801-107403
Assets Managed by Firm	$356,126,149
No. of Clients	2137
No. of Advisors	16

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2137	$356,126,149
Individuals (other than high net worth individuals)	476	$133,788,897
High net worth individuals	116	$221,764,883
Charitable organizations	2	$572,369

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