PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC
CRD #110372 SEC #801-79270 MAPLE GROVE, MN 763-201-1025
SEC Registered
Total AUM
$295.8M
Discretionary
$295.3M
Employees
5
Clients
101
Accounts
673
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $295.8M | $295.3M | $520.1K | 5 | 0 |
| Apr 2025 | $295.8M | $295.3M | $520.1K | 5 | 0 |
| Mar 2025 | $295.8M | $295.3M | $520.1K | 5 | 0 |
| Mar 2025 | $295.8M | $295.3M | $520.1K | 5 | 0 |
| Feb 2025 | $275.8M | $275.8M | $0 | 5 | 2 |
| Aug 2024 | $275.8M | $275.8M | $0 | 5 | 2 |
| Jun 2024 | $275.8M | $275.8M | $0 | 5 | 2 |
| Feb 2024 | $275.8M | $275.8M | $0 | 5 | 2 |
| Jul 2023 | $250.8M | $249.2M | $1.6M | 6 | 0 |
| Feb 2023 | $250.8M | $249.2M | $1.6M | 6 | 0 |
| Oct 2022 | $266.7M | $260.3M | $6.4M | 6 | 0 |
| Sep 2022 | $266.7M | $260.3M | $6.4M | 6 | 0 |
| Feb 2022 | $266.7M | $260.3M | $6.4M | 6 | 0 |
| Jun 2021 | $228.7M | $215.4M | $13.4M | 6 | 0 |
| Jun 2021 | $228.7M | $215.4M | $13.4M | 6 | 0 |
| Feb 2021 | $228.7M | $215.4M | $13.4M | 6 | 0 |
| Sep 2020 | $201.9M | $189.5M | $12.4M | 5 | 0 |
| Jun 2020 | $201.9M | $189.5M | $12.4M | 5 | 0 |
| Mar 2020 | $201.9M | $189.5M | $12.4M | 5 | 0 |
| Oct 2019 | $174.5M | $161.4M | $13M | 4 | 0 |
| Feb 2019 | $174.5M | $161.4M | $13M | 5 | 0 |
| Mar 2018 | $174.7M | $163.8M | $10.9M | 4 | 0 |
| Mar 2017 | $145.8M | $132.9M | $12.9M | 5 | 200 |
| Feb 2017 | $145.8M | $132.9M | $12.9M | 5 | 200 |
| Jan 2017 | $128.6M | $115.4M | $13.2M | 5 | 200 |
| Apr 2016 | $128.6M | $115.4M | $13.2M | 5 | 200 |
| Feb 2016 | $128.6M | $115.4M | $13.2M | 5 | 200 |
| Mar 2015 | $121.4M | $105.4M | $16M | 4 | 200 |
| Feb 2015 | $121.4M | $105.4M | $16M | 4 | 200 |
| Mar 2014 | $108.2M | $94.8M | $13.4M | 3 | 200 |
| Feb 2014 | $108.2M | $94.8M | $13.4M | 3 | 200 |
| Mar 2012 | $77.9M | $75.9M | $2M | 1 | 200 |
| Feb 2012 | $77.9M | $75.9M | $2M | 1 | 200 |
| Feb 2012 | $77.9M | $75.9M | $2M | 1 | 200 |
| May 2011 | $82.3M | $81.1M | $1.3M | 5 | -- |
| Apr 2011 | $82.3M | $81.1M | $1.3M | 5 | -- |
| Mar 2011 | $82.3M | $81.1M | $1.3M | 5 | -- |
| Mar 2011 | $82.3M | $81.1M | $1.3M | 5 | -- |
| Feb 2011 | $82.3M | $81.1M | $1.3M | 5 | -- |
| Feb 2011 | $73M | $71.6M | $1.4M | 5 | -- |
| Feb 2011 | $73M | $71.6M | $1.4M | 5 | -- |
| Oct 2009 | $63.2M | $58.4M | $4.8M | 5 | -- |
| May 2009 | $63.2M | $58.4M | $4.8M | 5 | -- |
| Feb 2007 | $84.6M | $0 | $84.6M | 5 | -- |
| Nov 2006 | $75.3M | $0 | $75.3M | 5 | -- |
| Mar 2006 | $75.3M | $0 | $75.3M | 5 | -- |
| Jun 2005 | $68.1M | $0 | $68.1M | 5 | -- |
| Mar 2004 | $62M | $0 | $62M | 5 | -- |
| Jan 2004 | $56.1M | $0 | $56.1M | 5 | -- |
| Jan 2004 | $56.1M | $0 | $56.1M | 5 | -- |
| Nov 2003 | $56.1M | $0 | $56.1M | 5 | -- |
DateJul 2025
Total AUM$295.8M
Discretionary$295.3M
Non-Disc.$520.1K
Employees5
Clients0
DateApr 2025
Total AUM$295.8M
Discretionary$295.3M
Non-Disc.$520.1K
Employees5
Clients0
DateMar 2025
Total AUM$295.8M
Discretionary$295.3M
Non-Disc.$520.1K
Employees5
Clients0
DateMar 2025
Total AUM$295.8M
Discretionary$295.3M
Non-Disc.$520.1K
Employees5
Clients0
DateFeb 2025
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees5
Clients2
DateAug 2024
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees5
Clients2
DateJun 2024
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees5
Clients2
DateFeb 2024
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees5
Clients2
DateJul 2023
Total AUM$250.8M
Discretionary$249.2M
Non-Disc.$1.6M
Employees6
Clients0
DateFeb 2023
Total AUM$250.8M
Discretionary$249.2M
Non-Disc.$1.6M
Employees6
Clients0
DateOct 2022
Total AUM$266.7M
Discretionary$260.3M
Non-Disc.$6.4M
Employees6
Clients0
DateSep 2022
Total AUM$266.7M
Discretionary$260.3M
Non-Disc.$6.4M
Employees6
Clients0
DateFeb 2022
Total AUM$266.7M
Discretionary$260.3M
Non-Disc.$6.4M
Employees6
Clients0
DateJun 2021
Total AUM$228.7M
Discretionary$215.4M
Non-Disc.$13.4M
Employees6
Clients0
DateJun 2021
Total AUM$228.7M
Discretionary$215.4M
Non-Disc.$13.4M
Employees6
Clients0
DateFeb 2021
Total AUM$228.7M
Discretionary$215.4M
Non-Disc.$13.4M
Employees6
Clients0
DateSep 2020
Total AUM$201.9M
Discretionary$189.5M
Non-Disc.$12.4M
Employees5
Clients0
DateJun 2020
Total AUM$201.9M
Discretionary$189.5M
Non-Disc.$12.4M
Employees5
Clients0
DateMar 2020
Total AUM$201.9M
Discretionary$189.5M
Non-Disc.$12.4M
Employees5
Clients0
DateOct 2019
Total AUM$174.5M
Discretionary$161.4M
Non-Disc.$13M
Employees4
Clients0
DateFeb 2019
Total AUM$174.5M
Discretionary$161.4M
Non-Disc.$13M
Employees5
Clients0
DateMar 2018
Total AUM$174.7M
Discretionary$163.8M
Non-Disc.$10.9M
Employees4
Clients0
DateMar 2017
Total AUM$145.8M
Discretionary$132.9M
Non-Disc.$12.9M
Employees5
Clients200
DateFeb 2017
Total AUM$145.8M
Discretionary$132.9M
Non-Disc.$12.9M
Employees5
Clients200
DateJan 2017
Total AUM$128.6M
Discretionary$115.4M
Non-Disc.$13.2M
Employees5
Clients200
DateApr 2016
Total AUM$128.6M
Discretionary$115.4M
Non-Disc.$13.2M
Employees5
Clients200
DateFeb 2016
Total AUM$128.6M
Discretionary$115.4M
Non-Disc.$13.2M
Employees5
Clients200
DateMar 2015
Total AUM$121.4M
Discretionary$105.4M
Non-Disc.$16M
Employees4
Clients200
DateFeb 2015
Total AUM$121.4M
Discretionary$105.4M
Non-Disc.$16M
Employees4
Clients200
DateMar 2014
Total AUM$108.2M
Discretionary$94.8M
Non-Disc.$13.4M
Employees3
Clients200
DateFeb 2014
Total AUM$108.2M
Discretionary$94.8M
Non-Disc.$13.4M
Employees3
Clients200
DateMar 2012
Total AUM$77.9M
Discretionary$75.9M
Non-Disc.$2M
Employees1
Clients200
DateFeb 2012
Total AUM$77.9M
Discretionary$75.9M
Non-Disc.$2M
Employees1
Clients200
DateFeb 2012
Total AUM$77.9M
Discretionary$75.9M
Non-Disc.$2M
Employees1
Clients200
DateMay 2011
Total AUM$82.3M
Discretionary$81.1M
Non-Disc.$1.3M
Employees5
Clients--
DateApr 2011
Total AUM$82.3M
Discretionary$81.1M
Non-Disc.$1.3M
Employees5
Clients--
DateMar 2011
Total AUM$82.3M
Discretionary$81.1M
Non-Disc.$1.3M
Employees5
Clients--
DateMar 2011
Total AUM$82.3M
Discretionary$81.1M
Non-Disc.$1.3M
Employees5
Clients--
DateFeb 2011
Total AUM$82.3M
Discretionary$81.1M
Non-Disc.$1.3M
Employees5
Clients--
DateFeb 2011
Total AUM$73M
Discretionary$71.6M
Non-Disc.$1.4M
Employees5
Clients--
DateFeb 2011
Total AUM$73M
Discretionary$71.6M
Non-Disc.$1.4M
Employees5
Clients--
DateOct 2009
Total AUM$63.2M
Discretionary$58.4M
Non-Disc.$4.8M
Employees5
Clients--
DateMay 2009
Total AUM$63.2M
Discretionary$58.4M
Non-Disc.$4.8M
Employees5
Clients--
DateFeb 2007
Total AUM$84.6M
Discretionary$0
Non-Disc.$84.6M
Employees5
Clients--
DateNov 2006
Total AUM$75.3M
Discretionary$0
Non-Disc.$75.3M
Employees5
Clients--
DateMar 2006
Total AUM$75.3M
Discretionary$0
Non-Disc.$75.3M
Employees5
Clients--
DateJun 2005
Total AUM$68.1M
Discretionary$0
Non-Disc.$68.1M
Employees5
Clients--
DateMar 2004
Total AUM$62M
Discretionary$0
Non-Disc.$62M
Employees5
Clients--
DateJan 2004
Total AUM$56.1M
Discretionary$0
Non-Disc.$56.1M
Employees5
Clients--
DateJan 2004
Total AUM$56.1M
Discretionary$0
Non-Disc.$56.1M
Employees5
Clients--
DateNov 2003
Total AUM$56.1M
Discretionary$0
Non-Disc.$56.1M
Employees5
Clients--