BRIDGEWATER, NJCRD 283120Latest ADV March 23, 2026
Paradigm Wealth Advisory LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bridgewater, NJ. Its latest Form ADV filing, dated March 23, 2026, reports $201M in regulatory assets under management, 14 employees, 2 offices, and 948 accounts.
Assets Under Management
$201M
Employees
14
Offices
2 offices
Total Clients
283
Primary office
BRIDGEWATER, NJ
1140 HIGHWAY 22 EAST, SUITE 105, BRIDGEWATER, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.0% of total clients.
Top client categories% of clientsClients
1
Individuals
76.0%
215
2
HNWI
23.0%
65
3
Charitable
0.7%
2
4
Pension Plans
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$201Mas of March 23, 2026
Discretionary100.0%
$201M
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.
Total AUM$201M
Total Accounts948
10Y AUM Change$-41M (-17.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee20:1
10Y Employee Change+3 (+27.3%)
* 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.