CRD: 283120
Paradigm Wealth Advisory LLC
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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- North insight
- Established Date
- 03-23-2016
- Office Locations
- 6
Office Locations
About Paradigm Wealth Advisory LLC
Paradigm Wealth Advisory (Paradigm Wealth Management) is an independent, product-agnostic advisory team focused on retirement income planning. Its Integrated Income Strategy centers on defining a client’s “REAL Number” monthly income and building a holistic mix of essential, market-resilient income plus discretionary, non-guaranteed strategies, with ongoing monitoring and adjustments. Research-based investment oversight is led by CIO Joseph White, CFA®, CFP®.
Team overview
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Client Personas
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Investment Themes
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Technology
Owner & Executives
DAVID TIMOTHY PROVINSAL
Chief Compliance Officer, MANAGING DIRECTOR, Managing Partner
- CRD
- #3049055
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Michelle Therese Giegerich
--
- CRD
- #7056921
Sara K GILL
--
- CRD
- #6613484
Atlas unison
North matrix
- CRD
- #23013
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $201,238,727 | $212,277 |
| Non-Discretionary | $0 | -- |
| Total | $201,238,727 | $212,277 |
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Separately Managed Accounts
Total SMA Asset: $201,238,727
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,431,906,219 | 27.8% |
| Cash | $988,508,643 | 11.3% |
| Equity - Exchange | $2,414,410,490 | 27.6% |
| Other | $2,913,038,744 | 33.3% |
| Total | $8,747,864,096 | 100.0% |