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Andrew Bruen

Paradigm Investment Advisory, LLC
15 Years of Experience
Bridgewater, NJ
Broker
View SEC Summary
View SEC Summary

Andrew Bruen is a registered investment advisor at Paradigm Investment Advisory, LLC, based in Bridgewater, NJ, with 15 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 645 clients with $430M in assets under management.

Paradigm Investment Advisory, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
645 clients
Average Client Portfolio
$659K average
Assets Under Management
$425.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Annual advisory fees range from 0.25% to 1.75% depending on asset level, complexity, and relationship size. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1140 Us 22 East, Suite 105, Bridgewater, NJ, 08807

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew operates under several DBAs for his LPL business: Bruen Wealth Management, Bruen Wealth, and Paradigm Wealth Management. He also provides investment advisory services through Paradigm Advisor Group, LLC, spending nearly full-time hours on these activities.

Employment History
Current Registrations
Paradigm Investment Advisory, LLC
January 2025 - Present · 1 yr 9 mos
LPL Financial LLCBroker
January 2025 - Present · 1 yr 9 mos
Previous Registrations
LPL Financial LLC
July 2025 - July 2026 · 1 yr
UBS Financial Services INC.
July 2012 - January 2025 · 12 yrs 6 mos
UBS Financial Services INC.Broker
July 2012 - January 2025 · 12 yrs 6 mos
Morgan Stanley Smith Barney LLC
January 2012 - July 2012 · 6 mos
Morgan Stanley Smith BarneyBroker
September 2011 - July 2012 · 10 mos
State Registrations43 states
ALAZCACOCTDCDEFLGAHIILINKSLAMAMDMEMIMNMOMTNCNDNHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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