Paradigm Wealth Advisory LLC

Assets Under Management

$468.3M

Number of Clients

773

Number of Advisors

13

Average Client AUM

$606K

AUM per Advisor

$36.0M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Paradigm Wealth Advisory LLC offers customized investment management solutions and financial planning services to individuals, high net worth individuals, families, trusts, estates, charitable organizations, and pension and profit-sharing plans. They construct portfolios using mutual funds, ETFs, individual stocks, and bonds, and may utilize independent managers.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Location

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

13 Advisors at this firm