PARADIGM WEALTH ADVISORY LLC
B59
CRD 283120·SEC 801-107403·BRIDGEWATER, NJ
AUM
$201.2M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$604K
@ 30% margin
Est. Deal Value
$4.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $208.0M
'21 · $298.5M
'22 · $309.3M
'23 · $352.1M
'25 · $468.3M
'26 · $201.2M
'20'26
$208.0M → $201.2M▼ -3%
Client mix
| Individuals Other | 215 |
| Individuals High Net Worth | 65 |
| Charitable Organizations | 2 |
| Pension Profit Sharing Plans | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 7 advisors
'22 · 8 advisors
'23 · 9 advisors
'25 · 12 advisors
'26 · 10 advisors
'20'26
6 advisors → 10 advisors▲ +67%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (8)
Everything else we've pulled for this record, not yet curated into a section.