New Paradigm Wealth Advisory
Firm details
- Headquarters
- Sacramento, California
- CRD number
- 332369
- Fee structure
- Hourly Charges
Firm profile
FINTRXOverview
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
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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