PARADIGM WEALTH ADVISORS, LLC
CRD #117388 SEC #801-66329 DES PERES, MO 314-966-3400
SEC Registered Disclosures
Total AUM
$83.3M
Discretionary
$79.3M
Employees
1
Clients
51
Accounts
122
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2012 | $83.3M | $79.3M | $4.1M | 1 | 122 |
| Feb 2011 | $75M | $71.3M | $3.8M | 5 | -- |
| Jan 2010 | $65.1M | $63M | $2.1M | 5 | -- |
| Feb 2009 | $46.3M | $46.3M | $0 | 5 | -- |
| Jan 2008 | $64.8M | $64M | $810.3K | 5 | -- |
| Nov 2007 | $57.2M | $57.2M | $0 | 5 | -- |
| Apr 2007 | $57.2M | $57.2M | $0 | 5 | -- |
| Feb 2007 | $57.2M | $57.2M | $0 | 5 | -- |
| Jan 2007 | $53.7M | $53.7M | $0 | 5 | -- |
| Feb 2006 | $44.6M | $44.6M | $0 | 5 | -- |
DateFeb 2012
Total AUM$83.3M
Discretionary$79.3M
Non-Disc.$4.1M
Employees1
Clients122
DateFeb 2011
Total AUM$75M
Discretionary$71.3M
Non-Disc.$3.8M
Employees5
Clients--
DateJan 2010
Total AUM$65.1M
Discretionary$63M
Non-Disc.$2.1M
Employees5
Clients--
DateFeb 2009
Total AUM$46.3M
Discretionary$46.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$64.8M
Discretionary$64M
Non-Disc.$810.3K
Employees5
Clients--
DateNov 2007
Total AUM$57.2M
Discretionary$57.2M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$57.2M
Discretionary$57.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$57.2M
Discretionary$57.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$53.7M
Discretionary$53.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$44.6M
Discretionary$44.6M
Non-Disc.$0
Employees5
Clients--