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PARADIEM, LLC
CRD 158200File 801-110924
APPROVED
Retail clients
Custody
Filing as of Jun 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$483.4M
Above cohort median (national)
Discretionary AUM
$476.0M
Non-discretionary $7.4M
Clients
140
325 accounts
Employees
14
Above cohort median in LA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 31, 2017
- Principal office
- 510 N JEFFERSON AVE, COVINGTON, LA, 70433-2640
- Phone
- 985-727-0770
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $483.4M
- Discretionary AUM
- $476.0M
- Non-discretionary AUM
- $7.4M
- Discretionary accounts
- 275
- Non-discretionary accounts
- 50
- Total accounts
- 325
- AUM per client
- $3.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $11K |
| Charitable organizations | Fewer than 5 | $14.2M |
| High net worth individuals | 30 | $428.7M |
| Individuals (other than high net worth individuals) | 110 | $40.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.