# Paradigm, Strategies in Wealth Management, LLC

> Paradigm, Strategies in Wealth Management, LLC is an SEC-registered investment advisory firm in Maple Grove, MN, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 110372
- Filed as: PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Maple Grove, MN
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110372
- AdvisorCensus page: https://advisorcensus.com/firm/paradigm-strategies-in-wealth-management-llc-maple-grove-mn-110372

## Quick answers

**How is Paradigm, Strategies in Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Paradigm, Strategies in Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Paradigm, Strategies in Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated February 26, 2026 states: Flat fee: $7,500 (planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Paradigm, Strategies in Wealth Management, LLC located?**
Paradigm, Strategies in Wealth Management, LLC's principal office is in Maple Grove, MN, according to its Form ADV.

**Is Paradigm, Strategies in Wealth Management, LLC registered with the SEC or a state?**
Paradigm, Strategies in Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 110372.

**How much does Paradigm, Strategies in Wealth Management, LLC manage?**
Paradigm, Strategies in Wealth Management, LLC reports $313,662,138 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).

**How have Paradigm, Strategies in Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Paradigm, Strategies in Wealth Management, LLC: Regulatory assets under management: $228,727,271 in the October 2021 data and $313,662,138 in the October 2026 data, up 37%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Paradigm, Strategies in Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (125); high net worth individuals (93); charitable organizations (1).

**Which custodians does Paradigm, Strategies in Wealth Management, LLC use?**
Paradigm, Strategies in Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Paradigm, Strategies in Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110372

**Does Paradigm, Strategies in Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 26, 2026 says: "We do not impose a minimum account size or require a minimum annual fee for obtaining our services."

**What changed in Paradigm, Strategies in Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 4 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Account minimum: None

> We do not impose a minimum account size or require a minimum annual fee for obtaining our services.

- Minimum annual fee: None

> We do not impose a minimum account size or require a minimum annual fee for obtaining our services.

- Flat fee: $7,500 (planning services)

> Fixed Fee $7,500 Payable one-half (1/2) upon execution of the advisory agreement with Paradigm and the balance due at the time of presentation of the plan

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $313,662,138
- Discretionary: $313,662,138
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 125 | $47,523,728 |
| High net worth individuals | 93 | $265,119,137 |
| Charitable organizations | 1 | $1,019,273 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2014 (12 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [planparadigm.com](https://planparadigm.com)
- Facebook @ParadigmWealthManagement
- LinkedIn @5402249

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $228,727,271 | 6 | June 23, 2021 |
| October 2022 | $266,711,025 | 6 | September 13, 2022 |
| October 2023 | $250,803,951 | 6 | July 27, 2023 |
| October 2024 | $275,774,950 | 5 | August 1, 2024 |
| October 2025 | $295,827,872 | 5 | July 9, 2025 |
| October 2026 | $313,662,138 | 5 | February 26, 2026 |

Regulatory assets under management: $228,727,271 in the October 2021 data and $313,662,138 in the October 2026 data, up 37%.
Total employees: 6 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 4 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Paradigm, Strategies in Wealth Management, LLC (CRD 110372): Form ADV filing data as of October 2026.