New Paradigm Wealth Advisory

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Sacramento, California
CRD number
332369
Fee structure
Hourly Charges

Firm profile

FINTRX

Overview

New Paradigm Wealth Advisory is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm charges clients on an hourly basis rather than using asset-based or performance-fee models. It does not position itself as a capital allocator and is not identified as an active ESG investor. The firm is registered in California and is not described as a multi-state adviser, pension consultant, or related adviser to another advisory entity. Disclosure from the firm is minimal: no business activities, advisory specializations, or client segments were provided in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Maureen Paley

    Maureen Paley

    Chief Compliance OfficerCRD 5291601

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Sacramento, CA

Sacramento

Location

Sacramento, CA

Headquartered in Sacramento, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
Sacramento
Address
5960 S Land Park Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth