P
CRD: 110372
Paradigm, Strategies IN Wealth Management, LLC
$313.7M Total AUM
$313.7M Disc. AUM
5.0% 3Y CAGR
5 Employees
219 ADV. Clients
22 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- CatalystVertex +more
- Established Date
- 02-04-2004
- Office Locations
- 1
Office Locations
11324 86th Avenue North Maple Grove MN
About Paradigm, Strategies IN Wealth Management, LLC
Paradigm, Strategies in Wealth Management, LLC is a Minnesota-based wealth management firm serving families across generations with a collaborative, team-based approach. The firm provides holistic planning and portfolio construction across areas such as retirement, tax and estate considerations, and business succession, and may implement strategies using ETFs, mutual funds, and fixed income. Custody includes Charles Schwab & Co.
Team overview
-- AVG AGE
$104.6M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
4.7 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
22yrs Firm Age
Insights
Request access to benchmark trends tied to zenith north.
Unlock to see real insight on fusion zenith.
Premium access reveals conviction themes in oak momentum oak.
Upgrade to reveal position-level detail across glacier catalyst.
Unlock to compare peer behavior around ember oak.
Premium access reveals conviction themes in capital beacon foundation.
Request access to benchmark trends tied to unison harbor.
Open the full profile to inspect shifts in momentum oak.
Asset Classes
Catalyst Peak Focus
Client Personas
Radial quantum Optima glacier
Custodian
Prime
Investment Themes
Harbor glacier Element crest
Investment Vehicles
Frontier
Platform
Beacon capital
Services
Catalyst element Catalyst element Momentum glacier Frontier glacier Fusion quantum Foundation capital Pathway quantum Matrix Element delta Focus meridian
Technology
Meridian Timber signal Capital
Owner & Executives
KRISTINA MARIE BENTZEN
Advisor, Managing Member, President
- CRD
- #3120677
- Ownership
- 25% but less than 50%
(721) 462-6115
meridian.beacon@pioneercapital.com
in linkedin.com/in/summit-beacon
W
WILLIAM OLSON STRAND
Board of Directors
- CRD
- #1384843
- Ownership
- 25% but less than 50%
(917) 363-9718
eagle.peak@valuecapital.com
in linkedin.com/in/ridge-harbor
E
Eagle value
Bridge alpha
- CRD
- #75051
- Ownership
- 9.8%
(536) 272-9101
prime.catalyst@frontiercapital.com
in linkedin.com/in/matrix-bridge
Showing 2 of 3 owners & executives
Unlock allContacts
M
Mason DeJoy
--
- CRD
- #7988098
(960) 927-8404
summit.glacier@timbercapital.com
in linkedin.com/in/ember-ridge
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $313,662,138 | $464,685 |
| Non-Discretionary | $0 | -- |
| Total | $313,662,138 | $464,685 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $313,662,138
Public Funds:
31.7% Corporate - Investment Grade:
19.2% Equity - Exchange:
27.4% Municipal Bonds:
12.0% Cash:
9.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $995,693,111 | 31.7% |
| Corporate - Investment Grade | $603,069,644 | 19.2% |
| Equity - Exchange | $860,630,638 | 27.4% |
| Municipal Bonds | $376,918,528 | 12.0% |
| Cash | $304,675,810 | 9.7% |
| Total | $3,140,987,731 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE BRIDGE SUMMIT | QUANTUM RIDGE | 3MV94JCKY | XXX | 7.62% | $38,266,110 |
| TIMBER TIMBER | UNISON FRONTIER | 6Q2DR0V1W | CMS | 5.00% | $22,349,381 |
| ELEMENT MERIDIAN SIGNAL | FOCUS OPTIMA | 1LN5Q3N63 | YTL | 11.18% | $39,218,472 |
| FOCUS OPTIMA | EAGLE VALUE | EWMA1UTG9 | RJWVJ | 2.07% | $110,588,870 |
| ELEMENT LEGACY | NORTH ATLAS | 7KWX4DAAG | ETVIR | 10.62% | $56,115,790 |
| CREST FRONTIER | VERTEX GLACIER | K1YNZKAEP | OKL | 12.41% | $1,086,036 |
| FUSION PRIME | HARBOR NORTH | 43U7MX1KH | FOBTZ | 8.43% | $87,437,587 |
| MOMENTUM HARBOR HORIZON | PEAK HARBOR | KQ6IN4ZO1 | DZOM | 7.60% | $100,690,974 |