Paradigm Wealth Advisory LLC

RIASEC Registered
Total AUM
$201M
Discretionary
$201M
100% of AUM
Avg account
$212K
Accounts
948
Employees
14
Advisory reps
9

Firm details

Headquarters
Bridgewater, New Jersey
CRD number
283120
Registered since
March 23, 2016
Website
pwa.us.com
Custodians
LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI74.35%
  • Individuals23.99%
  • Pension & Profit Sharing Plans1.39%
  • Charitable Organizations0.27%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Paradigm Wealth Advisory LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2016. The firm acts as a capital allocator for both individual/family and institutional clients. Its advisory offering centers on financial planning, discretionary portfolio management for individuals and small businesses, selection of third‑party advisers, and client education through seminars and workshops. Paradigm bills clients through a mix of percentage‑of‑AUM fees along with hourly and fixed fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Cash & Cash Equivalents 10%, Exchange Traded Equities 4%, Other 1%85%
  • Public Funds/Mutual Funds85%
  • Cash & Cash Equivalents10%
  • Exchange Traded Equities4%
  • Other1%

Owners & executives

1 of 1
  • Andrew Lucich

    Andrew Lucich

    Chief Compliance OfficerCRD 2227654

Contacts

3 of 8
  • Mark Perez

    Mark Perez

    Financial AdvisorCRD 6864609

  • Sara Gill

    Sara Gill

    Vice President, Investment Advisor RepresentativeCRD 6613484

  • David Provinsal

    David Provinsal

    Founder & Managing DirectorCRD 3049055

Unlock 5 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bridgewater, NJ

Somerset

Location

Bridgewater, NJ

Headquartered in Bridgewater, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Somerset
Address
1140 Us Highway 22
Time zone
ET (UTC-5)
Office locations

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