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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GIEGERICH, DAVID, PAUL | I | MANAGING PARTNER | NA | Control |
| GIEGERICH, DAVID, PAUL | I | MANAGING PARTNER | NA | Control |
| GIEGERICH, DAVID, PAUL | I | MANAGING PARTNER | NA | Control |
| GIEGERICH, DAVID, PAUL | I | MANAGING PARTNER | NA | Control |
| GIEGERICH, DAVID, PAUL | I | MANAGING PARTNER | NA | Control |
| GIEGERICH, DAVID, PAUL | I | MANAGING PARTNER | NA | Control |
| GIEGERICH, DAVID, PAUL | I | MANAGING PARTNER | NA | Control |
| GIEGERICH, DAVID, PAUL | I | MANAGING PARTNER | NA | Control |
| GIEGERICH, DAVID, PAUL | I | MANAGING PARTNER | NA | Control |
| GIEGERICH, DAVID, PAUL | I | MANAGING PARTNER | NA | Control |
| GIEGERICH, DAVID, PAUL | I | MANAGING PARTNER | NA | Control |
| GIEGERICH, DAVID, PAUL | I | MANAGING PARTNER | NA | Control |
| GIEGERICH, DAVID, PAUL | I | MANAGING PARTNER | NA | Control |
| GIEGERICH, DAVID, PAUL | I | MANAGING PARTNER | NA | Control |
| PROVINSAL, DAVID, TIMOTHY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PROVINSAL, DAVID, TIMOTHY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PROVINSAL, DAVID, TIMOTHY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PROVINSAL, DAVID, TIMOTHY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PROVINSAL, DAVID, TIMOTHY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PROVINSAL, DAVID, TIMOTHY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PROVINSAL, DAVID, TIMOTHY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PROVINSAL, DAVID, TIMOTHY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PROVINSAL, DAVID, TIMOTHY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PROVINSAL, DAVID, TIMOTHY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PROVINSAL, DAVID, TIMOTHY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PROVINSAL, DAVID, TIMOTHY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PROVINSAL, DAVID, TIMOTHY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PROVINSAL, DAVID, TIMOTHY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PROVINSAL, DAVID, TIMOTHY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PROVINSAL, DAVID, TIMOTHY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PROVINSAL, DAVID, TIMOTHY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PROVINSAL, DAVID, TIMOTHY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PROVINSAL, DAVID, TIMOTHY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PROVINSAL, DAVID, TIMOTHY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PROVINSAL, DAVID, TIMOTHY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PROVINSAL, DAVID, TIMOTHY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | DE | PARENT/HOLDING COMPANY | E | Control |
| PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | DE | PARENT/HOLDING COMPANY | E | Control |
| PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | DE | PARENT/HOLDING COMPANY | E | Control |
| PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | DE | PARENT/HOLDING COMPANY | E | Control |
| PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | DE | PARENT/HOLDING COMPANY | E | Control |
| PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | DE | PARENT/HOLDING COMPANY | E | Control |
| PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | DE | PARENT/HOLDING COMPANY | E | Control |
| PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | DE | PARENT/HOLDING COMPANY | E | Control |
| PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | DE | PARENT/HOLDING COMPANY | E | Control |
| PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | DE | PARENT/HOLDING COMPANY | E | Control |
| PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | DE | PARENT/HOLDING COMPANY | E | Control |
| PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | DE | PARENT/HOLDING COMPANY | E | Control |
| PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | DE | PARENT/HOLDING COMPANY | E | Control |
| PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | DE | PARENT/HOLDING COMPANY | E | Control |
| PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | DE | PARENT/HOLDING COMPANY | E | Control |
| PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | DE | PARENT/HOLDING COMPANY | E | Control |
| PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | DE | PARENT/HOLDING COMPANY | E | Control |
| PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | DE | PARENT/HOLDING COMPANY | E | Control |
| PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | DE | PARENT/HOLDING COMPANY | E | Control |
| PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | DE | PARENT/HOLDING COMPANY | E | Control |
| PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | DE | PARENT/HOLDING COMPANY | E | Control |
| PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | DE | PARENT/HOLDING COMPANY | E | Control |
| WINN, CHRISTOPHER, EDWARD | I | MEMBER AND INTERIM CCO | E | Control |
| WINN, CHRISTOPHER, EDWARD | I | MEMBER AND INTERIM CCO | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PROVINSAL, DAVID, TIMOTHY | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | E | Control |
| PROVINSAL, DAVID, TIMOTHY | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | E | Control |
| PROVINSAL, DAVID, TIMOTHY | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | E | Control |
| PROVINSAL, DAVID, TIMOTHY | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | E | Control |
| PROVINSAL, DAVID, TIMOTHY | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | E | Control |
| GIEGERICH, DAVID, PAUL | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
| GIEGERICH, DAVID, PAUL | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
| GIEGERICH, DAVID, PAUL | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
| GIEGERICH, DAVID, PAUL | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
| GIEGERICH, DAVID, PAUL | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
| GIEGERICH, DAVID, PAUL | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
| GIEGERICH, DAVID, PAUL | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
| GIEGERICH, DAVID, PAUL | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
| GIEGERICH, DAVID, PAUL | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
| GIEGERICH, DAVID, PAUL | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
| GIEGERICH, DAVID, PAUL | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
| GIEGERICH, DAVID, PAUL | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
| GIEGERICH, DAVID, PAUL | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
| GIEGERICH, DAVID, PAUL | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
| PROVINSAL, DAVID, TIMOTHY | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
| PROVINSAL, DAVID, TIMOTHY | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
| PROVINSAL, DAVID, TIMOTHY | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
| PROVINSAL, DAVID, TIMOTHY | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
| PROVINSAL, DAVID, TIMOTHY | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
| PROVINSAL, DAVID, TIMOTHY | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
| PROVINSAL, DAVID, TIMOTHY | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
| PROVINSAL, DAVID, TIMOTHY | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
| PROVINSAL, DAVID, TIMOTHY | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
| PROVINSAL, DAVID, TIMOTHY | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
| PROVINSAL, DAVID, TIMOTHY | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
| PROVINSAL, DAVID, TIMOTHY | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
| PROVINSAL, DAVID, TIMOTHY | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
| PROVINSAL, DAVID, TIMOTHY | I | PARADIGM WEALTH MANAGEMENT HOLDINGS LLC | D | Control |
Registrations
Federal
IA
Apr 1, 2025 REGISTERED
Notice Filings (20)
AZ CA CT DE FL GA IN LA MA MD NC NE NH NJ NY PA SC TN TX VA
Address
1140 HIGHWAY 22 EASTSUITE 105
BRIDGEWATER, NJ 08807
United States
Phone: (908) 450-7402