New Paradigm Wealth Advisory
Firm details
- Headquarters
- Sacramento, California
- CRD number
- 332369
- Fee structure
- Hourly Charges
Firm profile
FINTRXOverview
New Paradigm Wealth Advisory is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm charges clients on an hourly basis rather than using asset-based or performance-fee models. It does not position itself as a capital allocator and is not identified as an active ESG investor. The firm is registered in California and is not described as a multi-state adviser, pension consultant, or related adviser to another advisory entity. Disclosure from the firm is minimal: no business activities, advisory specializations, or client segments were provided in the source data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Maureen Paley
Chief Compliance OfficerCRD 5291601
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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