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PARADIGM WEALTH ADVISORY LLC
CRD 283120File 801-107403
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$201.2M
Below cohort median (national)
Discretionary AUM
$201.2M
Clients
283
948 accounts
Employees
14
Below cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 23, 2016
- Principal office
- 1140 HIGHWAY 22 EAST, SUITE 105, BRIDGEWATER, NJ, 08807
- Phone
- (908) 450-7402
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $201.2M
- Discretionary AUM
- $201.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 948
- Non-discretionary accounts
- 0
- Total accounts
- 948
- AUM per client
- $711K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $549K |
| High net worth individuals | 65 | $149.6M |
| Pension and profit sharing plans | Fewer than 5 | $2.8M |
| Individuals (other than high net worth individuals) | 215 | $48.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- 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
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
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.