Paradigm Wealth Advisory LLC

Paradigm Wealth Advisory LLC (CRD# 283120) is a financial advisory firm headquartered in Bridgewater, NJ. They manage $222,143,992 in 1,340 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    222
    MILLION
  • Total Number of Accounts
    1,340
    ACCOUNTS
  • Average Account Value
    $165,779
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, NE, NH, NJ, NY, PA, TX

Financial Advisors at Paradigm Wealth Advisory LLC
Showing 1 - 5 of 5 top financial advisors.
1
David W. Chenet
CRD#: 5102910
1140 Highway 22 East, Suite 103, Bridgewater, NJ 08807
96
Wealthminder
score

David Chenet (CRD# 5102910) is an Investment Advisor Representative working at Paradigm Wealth Advisory LLC in Bridgewater, NJ and has over 10 years of experience in the finance industry.

2
Doris S. Kaucher
CRD#: 1149104
1140 Highway 22 East, Suite 103, Bridgewater, NJ 08807
93
Wealthminder
score

Doris Kaucher (CRD# 1149104) is an Investment Advisor Representative working at Paradigm Wealth Advisory LLC in Bridgewater, NJ and has over 27 years of experience in the finance industry.

3
Andrew T. Koerner
CRD#: 2207442
1140 Highway 22 East, Suite 103, Bridgewater, NJ 08807
93
Wealthminder
score

Andrew Koerner (CRD# 2207442) is an Investment Advisor Representative working at Paradigm Wealth Advisory LLC in Bridgewater, NJ and has over 26 years of experience in the finance industry.

4
Deborah R. Walker
CRD#: 833928
1140 Highway 22 East, Suite 103, Bridgewater, NJ 08807
83
Wealthminder
score

Deborah Walker (CRD# 833928) is an Investment Advisor Representative working at Paradigm Wealth Advisory LLC in Bridgewater, NJ and has over 30 years of experience in the finance industry.

5
David T. Provinsal
CRD#: 3049055
1140 Highway 22 East, Suite 103, Bridgewater, NJ 08807
81
Wealthminder
score

David Provinsal (CRD# 3049055) is an Investment Advisor Representative working at Paradigm Wealth Advisory LLC in Bridgewater, NJ and has over 17 years of experience in the finance industry.

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