Paradigm, Strategies In Wealth Management, LLC
Firm details
- Headquarters
- Maple Grove, Minnesota
- CRD number
- 110372
- Registered since
- March 6, 2014
- Website
- www.planparadigm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.52%
- Individuals15.15%
- Charitable Organizations0.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Paradigm, Strategies In Wealth Management, LLC is an independent, LLC-structured registered investment adviser that has been SEC-registered since 2014. The firm is owner-operated and serves both individual/family and institutional clients. Its advisory offering centers on financial planning and portfolio management for individuals, small businesses, and institutions, and it also functions as an insurance broker. Compensation is primarily fee-based, using a combination of percentage-of-AUM and fixed-fee arrangements. Paradigm does not operate as a capital allocator or related adviser, and it does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Investment Grade Corp Bonds33%
- Exchange Traded Equities6%
- State & Local Bonds5%
- Cash & Cash Equivalents4%
Contacts
3 of 4
William Strand
Founder and PrincipalCRD 1384843
Sean Grote
AdvisorCRD 7688513
Mason DeJoy
Advisor SupportCRD 7988098
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$152M in ETFs
80%
$121M
13%
$30.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $22M | 649,198 | 14.47% |
Location
Maple Grove, MN
Hennepin
Location
Maple Grove, MN
Headquartered in Maple Grove, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 11324 86th Ave N
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Fpnavigators
RIAMaple Grove, MN
Dorval & Chorne Financial Advisors
RIAMaple Grove, MN
MHS Advisory Services, LLC
RIAMaple Grove, MN
Underdog Wealth Management, LLC
RIAMaple Grove, MN
Jeffrey A. Drayton Financial Group, Inc.
RIAMaple Grove, MN
Twin Cities Wealth Strategies, Inc.
RIAMaple Grove, MN