PARADIGM WEALTH ADVISORY LLC
CRD #283120 SEC #801-107403 BRIDGEWATER, NJ (908) 450-7402
SEC Registered
Total AUM
$468.3M
Discretionary
$468.3M
Employees
16
Clients
101
Accounts
2,521
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $468.3M | $468.3M | $0 | 16 | 0 |
| Mar 2025 | $468.3M | $468.3M | $0 | 16 | 0 |
| Apr 2024 | $356.1M | $356.1M | $0 | 16 | 0 |
| Mar 2024 | $356.1M | $356.1M | $0 | 16 | 0 |
| Apr 2023 | $300.1M | $300.1M | $0 | 12 | 0 |
| Mar 2022 | $352.1M | $352.1M | $0 | 12 | 0 |
| Mar 2021 | $309.3M | $309.3M | $0 | 13 | 0 |
| Oct 2020 | $298.5M | $298.5M | $0 | 13 | 0 |
| Jun 2020 | $298.5M | $298.5M | $0 | 13 | 0 |
| Mar 2020 | $298.5M | $298.5M | $0 | 14 | 0 |
| Dec 2019 | $208M | $208M | $0 | 10 | 0 |
| Dec 2019 | $208M | $208M | $0 | 10 | 0 |
| Dec 2019 | $208M | $208M | $0 | 10 | 0 |
| Apr 2019 | $208M | $208M | $0 | 10 | 0 |
| Mar 2019 | $208M | $208M | $0 | 10 | 0 |
| Mar 2018 | $231.4M | $231.4M | $0 | 11 | 0 |
| Sep 2017 | $222.1M | $222.1M | $0 | 11 | 400 |
| Mar 2017 | $242.3M | $195.2M | $47.2M | 11 | 300 |
| Dec 2016 | $242.3M | $195.2M | $47.2M | 13 | 300 |
| Jun 2016 | $0 | $0 | $0 | 13 | 0 |
| Apr 2016 | $0 | $0 | $0 | 13 | 0 |
| Mar 2016 | $0 | $0 | $0 | 1 | 0 |
| Mar 2016 | $0 | $0 | $0 | 1 | 0 |
DateApr 2025
Total AUM$468.3M
Discretionary$468.3M
Non-Disc.$0
Employees16
Clients0
DateMar 2025
Total AUM$468.3M
Discretionary$468.3M
Non-Disc.$0
Employees16
Clients0
DateApr 2024
Total AUM$356.1M
Discretionary$356.1M
Non-Disc.$0
Employees16
Clients0
DateMar 2024
Total AUM$356.1M
Discretionary$356.1M
Non-Disc.$0
Employees16
Clients0
DateApr 2023
Total AUM$300.1M
Discretionary$300.1M
Non-Disc.$0
Employees12
Clients0
DateMar 2022
Total AUM$352.1M
Discretionary$352.1M
Non-Disc.$0
Employees12
Clients0
DateMar 2021
Total AUM$309.3M
Discretionary$309.3M
Non-Disc.$0
Employees13
Clients0
DateOct 2020
Total AUM$298.5M
Discretionary$298.5M
Non-Disc.$0
Employees13
Clients0
DateJun 2020
Total AUM$298.5M
Discretionary$298.5M
Non-Disc.$0
Employees13
Clients0
DateMar 2020
Total AUM$298.5M
Discretionary$298.5M
Non-Disc.$0
Employees14
Clients0
DateDec 2019
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees10
Clients0
DateDec 2019
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees10
Clients0
DateDec 2019
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees10
Clients0
DateApr 2019
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$231.4M
Discretionary$231.4M
Non-Disc.$0
Employees11
Clients0
DateSep 2017
Total AUM$222.1M
Discretionary$222.1M
Non-Disc.$0
Employees11
Clients400
DateMar 2017
Total AUM$242.3M
Discretionary$195.2M
Non-Disc.$47.2M
Employees11
Clients300
DateDec 2016
Total AUM$242.3M
Discretionary$195.2M
Non-Disc.$47.2M
Employees13
Clients300
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateApr 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0