Paradigm Wealth Advisory LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 283120
- SEC number
- 801-107403
- Firm type
- RIA
- Assets under management
- $201.2M as of Mar 23, 2026
- Website
- www.facebook.com/paradigmwealthadvisory ↗
- Phone
- (908) 450-7402
- Address
- 1140 Highway 22 East, Bridgewater, NJ, 08807
Advisors at this firm
7 in our index · page 1 of 1
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Sara K GillCRD 6613484 · Bridgewater, NJIA RegisteredBroker
-
Michelle Therese GiegerichCRD 7056921 · Dublin, PAIA RegisteredBroker
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Ryan Patrick GradyCRD 7328614 · Ponte Vedra, FLIA RegisteredDisclosure event(s) on record
-
Bryan KaufmanCRD 7514688 · Bridgewater, NJIA Registered
-
Daniel Joseph LombardozziCRD 3190741 · Red Bank, NJIA RegisteredBrokerDisclosure event(s) on record
-
Mark Louis PerezCRD 6864609 · Windermere, FLIA RegisteredRegistration inactive
-
David Timothy ProvinsalCRD 3049055 · Bridgewater, NJIA RegisteredBroker
1–7 of 7
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 283120 ↗
FINRA BrokerCheck record for firm CRD 283120 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.