NEW PARADIGM WEALTH ADVISORY

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
SACRAMENTO, California
CRD number
332369
Fee structure
Hourly Charges

Firm profile

FINTRX

Overview

New Paradigm Wealth Advisory is organized as a limited liability company under individual ownership and operates on an hourly-fee basis. The firm is not identified as a multi-state adviser or a capital allocator, and it does not describe active ESG investing in its profile. SEC registration year is not listed. Classification and many typical business-activity fields are not populated in the source record, so public-facing details on client segments or service lines are limited. The hourly charge model suggests the practice emphasizes advice and planning engagements rather than an asset-based fee model. The combination of an individual owner and an unclassified designation is consistent with a small, advisor-centric practice rather than a larger institutional RIA.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MAUREEN PALEY

    Chief Compliance OfficerCRD 5291601

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SACRAMENTO, CA

SACRAMENTO

Location

SACRAMENTO, CA

Headquartered in SACRAMENTO, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
SACRAMENTO
Address
5960 S Land Park Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth