Paradigm Wealth Advisory LLC

Paradigm Wealth Advisory LLC (CRD# 283120) is a financial advisory firm headquartered in Bridgewater, NJ. They manage $356,126,149 in 2,137 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
1140 Highway 22 East, Suite 105, Bridgewater, NJ 08807
https://www.pwm.us.com
By the Numbers
  • Total Assets Under Management
    356
    MILLION
  • Total Number of Accounts
    2,137
    ACCOUNTS
  • Average Account Value
    $166,648
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DE, FL, GA, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TN, TX, VA

Financial Advisors at Paradigm Wealth Advisory LLC
Showing 11 - 12 of 12 top financial advisors.
11
John Provinsal, financial advisor Bridgewater NJ
John M. Provinsal
CRD#: 6021410
1140 Highway 22 East, Suite 105, Bridgewater, NJ 08807

John Provinsal (CRD# 6021410) is an Investment Advisor Representative working at Paradigm Wealth Advisory LLC in Bridgewater, NJ and has 1 year of experience in the finance industry.

12
Justin Steele, financial advisor Bridgewater NJ
Justin R. Steele
CRD#: 5523741
1140 Highway 22 East, Suite 105, Bridgewater, NJ 08807

Justin Steele (CRD# 5523741) is an Investment Advisor Representative working at Paradigm Wealth Advisory LLC in Bridgewater, NJ and has over 15 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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