MAPLE GROVE, MNCRD 110372Latest ADV February 26, 2026
Paradigm, Strategies In Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Maple Grove, MN. Its latest Form ADV filing, dated February 26, 2026, reports $314M in regulatory assets under management, 5 employees, and 675 accounts.
Assets Under Management
$314M
Employees
5
Offices
--
Total Clients
219
Primary office
MAPLE GROVE, MN
11324 86TH AVENUE NORTH, MAPLE GROVE, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.1% of total clients.
Top client categories% of clientsClients
1
Individuals
57.1%
125
2
HNWI
42.5%
93
3
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$314Mas of February 26, 2026
Discretionary100.0%
$314M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$314M
Total Accounts675
10Y AUM Change+$168M (+115.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee44:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.