PARADIGM WEALTH HOLDINGS, LLC
Adviser information for PARADIGM WEALTH HOLDINGS, LLC last updated from Form ADV on February 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Missouri, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-129816 |
|---|---|
| SEC ERA File Number | 802-129816 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 330407 |
| Legal Entity Identifier | None |
Principal Office
351 WEST WASHINGTON STKEARNEY
MO
United States
Monday - Friday, 8:00 AM - 5:00PM CST
Tel: 8162004181, Fax: None
Websites
Chief Compliance Officer
NoneIndustry Affiliates
| THOMSON, LLC | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MIDWEST VENTURE FUND, LLC | Real Estate Fund | $1.0M | $0.1M | 9 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PARADIGM MANAGEMENT COMPANY, LLC | Domestic Entity | – | MEMBER | 02/2023 | 50-75% |
| MIDWEST CRE HOLDINGS, LLC | Domestic Entity | – | MEMBER | 02/2023 | 50-75% |
| Thorne, Steven, Gregory | Individual | – | MANAGER | 02/2023 | 25-50% |
| Thomson, Spencer, Robert | Individual | – | MANAGER | 02/2023 | 25-50% |
| Page, Len, Ray | Individual | – | EXECUTIVE | 02/2023 | 25-50% |
| Herman, Harold, Robert | Individual | – | EXECUTIVE | 02/2023 | 25-50% |
| PATRIOT LAND DEVELOPMENT, LLC | Domestic Entity | MIDWEST CRE HOLDINGS, LLC | OWNER | 08/2022 | 50-75% |
| Thomson, Spencer, Robert | Individual | PATRIOT LAND DEVELOPMENT, LLC | OWNER | 07/2015 | > 75% |
| THOROUGHBRED VENTURES LLC | Domestic Entity | MIDWEST CRE HOLDINGS, LLC | OWNER | 08/2022 | 50-75% |
| Herman, Harold, Robert | Individual | THOROUGHBRED VENTURES LLC | OWNER | 08/2022 | > 75% |
| THORNE BUSINESS SYSTEMS, INC | Domestic Entity | PARADIGM MANAGEMENT COMPANY, LLC | OWNER | 02/2023 | 25-50% |
| Thorne, Steven, Gregory | Individual | THORNE BUSINESS SYSTEMS, INC | OWNER | 12/2003 | > 75% |
| PAGE FAMILY BUSINESS SOLUTIONS, LLC | Domestic Entity | PARADIGM MANAGEMENT COMPANY, LLC | OWNER | 02/2023 | 50-75% |
| Page, Len, Ray | Individual | PAGE FAMILY BUSINESS SOLUTIONS, LLC | OWNER | 10/2004 | 50-75% |
| Page, Lori, Ray | Individual | PAGE FAMILY BUSINESS SOLUTIONS, LLC | OWNER | 10/2004 | 50-75% |