Paradigm, Strategies in Wealth Management, LLC
● SEC registered since 2014CRD 110372SEC# 801-79270Maple Grove, MN
Reg. AUM
$313.7M
Employees
5
Accounts
675
Location
Maple Grove, MN
Paradigm, Strategies in Wealth Management, LLC assets under management
Paradigm, Strategies in Wealth Management, LLC is an SEC-registered investment adviser based in Maple Grove, MN. The firm has been registered since 2014. It reports $313.7 million in regulatory assets under management and employs 5 people.
Paradigm, Strategies in Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kristina Marie Bentzen Control | Chief Compliance Officer | 25-50% | 2024 |
| Kristina Marie Bentzen Control | Managing Member, President | 25-50% | 2020 |
| Sean F. Grote Control | Managing Member, And Vice President Of Investments And Client Services | 10-25% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Paradigm, Strategies in Wealth Management, LLC manage?
Paradigm, Strategies in Wealth Management, LLC reports $313.7 million in regulatory assets under management on its Form ADV.
How many employees does Paradigm, Strategies in Wealth Management, LLC have?
Paradigm, Strategies in Wealth Management, LLC reports 5 employees.
Where is Paradigm, Strategies in Wealth Management, LLC located?
Paradigm, Strategies in Wealth Management, LLC is based in Maple Grove, MN and has been SEC-registered since 2014.
Does Paradigm, Strategies in Wealth Management, LLC disclose fund performance?
Paradigm, Strategies in Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11324 86th Avenue North, Maple Grove, MN 55369 |
| Phone | 763-201-1025 |
| Fax | 763-201-1026 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1859579 |
| Discloses disciplinary history | No |
Regulatory AUM
$313.7M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$313.7Mregulatory AUM
Discretionary $313.7M