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Bryan Kaufman

Paradigm Wealth Advisory LLC

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About Bryan Kaufman

Bryan Kaufman is a registered Investment Advisor Representative with Paradigm Wealth Advisory LLC. Bryan is also a partner in a CPA firm and has been in the industry since January 2009. Bryan is registered in New Jersey, New York, North Carolina, Pennsylvania and Texas.

Firm Information

Bryan Kaufman is currently registered with Paradigm Wealth Advisory LLC. Paradigm Wealth Advisory LLC is a registered investment advisor headquartered in Bridgewater, NJ. The firm provides financial planning, portfolio management for individuals and businesses, and educational seminars. They manage approximately $356,126,149 in assets for a total of 2,137 accounts. They have a team of 12 investment advisor representatives and offer services to high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. The firm also participates in wrap fee programs.
Paradigm Wealth Advisory LLC

1140 HIGHWAY 22 EAST

BRIDGEWATER, NJ 08807

$356.13M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bryan Kaufman’s Registration & Firm History

NJ

03/29/2023 - Present

Paradigm Wealth Advisory LLC (BRIDGEWATER NJ)

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Licenses & Designations

IA

Issued 01/10/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryan Kaufman.
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