PARADIGM WEALTH HOLDINGS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Kearney, Missouri
CRD number
330407

Firm profile

FINTRX

Overview

Paradigm Wealth Holdings, LLC operates as a limited liability company focused on investment management. The firm is involved in various investment activities, with a particular emphasis on real estate. While it does not classify itself as a capital allocator or an ESG investor, it maintains affiliations with a law firm and a real estate broker, indicating a potential integration of legal and property investment expertise into its operations. The firm appears to cater to a niche market, although specific details regarding its client base and fee structure are not disclosed.

Assets & Accounts

Public Holdings

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

Contacts

3 of 4
  • Steven Thorne

    ManagerCRD 7882595

  • Len Page

    Executive VPCRD 7882621

  • Harold Herman

    ExecutiveCRD 7882623

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Kearney, MO

CLAY

Location

Kearney, MO

Headquartered in Kearney, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
CLAY
Address
351 W Washington St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth