SourcingSourcing

PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC

C41
CRD 110372·SEC 801-79270·MAPLE GROVE, MN
AUM
$313.7M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$941K
@ 30% margin
Est. Deal Value
$7.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC
CRD
110372
SEC file #
801-79270
EIN
411818437
DBA names
—

Economics

AUM
$313.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$174.5M → $313.7M▲ +80%
Client mix
Individuals Other125
Individuals High Net Worth93
Charitable Organizations1

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
MAPLE GROVE MN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/26/2026
ADV-W filed at
—
Website
facebook.com/paradigmwealthmanagement(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BENTZEN, KRISTINA, MARIE
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BENTZEN, KRISTINA, MARIE
STRAND, WILLIAM, OLSON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:paradigmstrategies.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001859579
Edgar Registered
Yes
Edgar Filing Count
23
Edgar First Filing Date
2021-04-29
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
21
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001172661-26-001615

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
6
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
11324 86TH AVENUE NORTHMAPLE GROVE, MN 55369
Business
11324 86TH AVENUE NORTHMAPLE GROVE, MN 55369
Edgar EIN
411818437
Edgar Recent Filings
13F-HR2026-05-07 · 0001172661-26-001615
13F-HR2026-01-22 · 0001172661-26-000261
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
3120677
Trust Company Affiliate
No

People (4)

4
BENTZEN, KRISTINA, MARIE
IAR · Direct Owner · 37.5%
3120677
WILLIAM OLSON STRAND
Direct Owner · 37.5%
1384843
Grote, Sean, F.
IAR · Direct Owner · 17.5%
7688513
Mason DeJoy
IAR
7988098