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PARADIGM WEALTH ADVISORY LLC

BRIDGEWATER, NJ · CRD 283120 · IAPD ↗ · (908) 450-7402

$201.2MRegulatory AUM
10Advisory reps
14Employees
0Clients
26-50Planning clients
0Private funds
17States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — PARADIGM WEALTH ADVISORY LLC reported RAUM down 57% ($468.3M -> $201.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
65
April 2026 — PARADIGM WEALTH ADVISORY LLC now reports custody of client assets ($3.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
April 2025 — PARADIGM WEALTH ADVISORY LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — PARADIGM WEALTH ADVISORY LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2025 — PARADIGM WEALTH ADVISORY LLC reported RAUM up 31% ($356.1M -> $468.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
May 2024 — PARADIGM WEALTH ADVISORY LLC notice-filed in GA, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2024 — PARADIGM WEALTH ADVISORY LLC notice-filed in MA, MD, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — PARADIGM WEALTH ADVISORY LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
April 2024 — PARADIGM WEALTH ADVISORY LLC grew from 8 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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