Paradigm Wealth Advisory LLC
● SEC registered since 2016CRD 283120SEC# 801-107403Bridgewater, NJ
Reg. AUM
$201.2M
Employees
14
Accounts
948
Location
Bridgewater, NJ
Paradigm Wealth Advisory LLC assets under management
Paradigm Wealth Advisory LLC is an SEC-registered investment adviser based in Bridgewater, NJ. The firm has been registered since 2016. It reports $201.2 million in regulatory assets under management and employs 14 people.
Paradigm Wealth Advisory LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Timothy Provinsal Control | Managing Partner And Chief Compliance Officer | Under 5% | 2014 |
| Paradigm Wealth Management Holdings LLC Control | Parent/Holding Company | Over 75% | 2016 |
| David Timothy Provinsal Control | Managing Member | Over 75% | 2014 |
Frequently asked questions
How much does Paradigm Wealth Advisory LLC manage?
Paradigm Wealth Advisory LLC reports $201.2 million in regulatory assets under management on its Form ADV.
How many employees does Paradigm Wealth Advisory LLC have?
Paradigm Wealth Advisory LLC reports 14 employees.
Where is Paradigm Wealth Advisory LLC located?
Paradigm Wealth Advisory LLC is based in Bridgewater, NJ and has been SEC-registered since 2016.
Does Paradigm Wealth Advisory LLC disclose fund performance?
Paradigm Wealth Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1140 Highway 22 East, Suite 105, Bridgewater, NJ 08807 |
| Phone | (908) 450-7402 |
| Fax | (908) 450-7404 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$201.2M▼ 57%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$201.2Mregulatory AUM
Discretionary $201.2M