PARADIGM WEALTH ADVISORY LLC

Overview

Paradigm Wealth Advisory LLC is an independent registered investment adviser that acts as a capital allocator for a mix of high-net-worth individuals, families and select institutional clients. The firm emphasizes client-focused financial planning and portfolio management for individuals and small businesses, and it also provides selection-of-other-advisers services and educational seminars. Paradigm’s fee model is flexible — it uses AUM-based fees alongside fixed and hourly arrangements — which supports both ongoing wealth management relationships and project-based planning work. Investmently, the firm favors pooled public funds as the core of client portfolios while also using third-party alternative managers to broaden exposures and manage volatility. The firm does not position itself as an ESG investor. Its operational footprint includes multiple offices across several states, and the firm describes itself as a capital allocator that will hire outside managers when specialist strategies are required.

Assets & Accounts

Investments & Alternatives

Location & Offices