BRIDGEWATER, NJCRD 334370Latest ADV March 30, 2026
Paradigm Investment 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 30, 2026, reports $425M in regulatory assets under management, 8 employees, 3 offices, and 645 accounts.
Assets Under Management
$425M
Employees
8
Offices
3 offices
Total Clients
645
Primary office
BRIDGEWATER, NJ
1140 US 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 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 87.3% of total clients.
Top client categories% of clientsClients
1
HNWI
87.3%
563
2
Individuals
12.6%
81
3
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$425Mas of March 30, 2026
Discretionary100.0%
$425M
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$425M
Total Accounts645
10Y AUM Change+$425M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee81:1
10Y Employee Change+7 (+700.0%)
* 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.