Investment adviser · CRD 117388
PARADIGM WEALTH ADVISORS, LLC
Investment adviser filing (IA)
DES PERES, MO, United States · Form ADV filed Feb 21, 2012
- Regulatory AUM
- $83.3M Form ADV · Item 5.F
- Client accounts
- 122 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 21, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
12231 MANCHESTER ROADDES PERES, MO, 63131, United States
CRD 117388
Filing source
Form ADV 612517 · Feb 21, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.