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PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC

MAPLE GROVE, MN · CRD 110372 · IAPD ↗ · 763-201-1025

$313.7MRegulatory AUM
3Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
March 2024 — PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.