Paradigm Wealth Management

Finance · Colorado, United States · 11-50 Employees

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Overview

Headquarters

2000 S Colorado Blvd Ste 250, Denver, Co...

Phone Number

(720) 931-6560

Revenue

$5.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Paradigm Wealth Management

Paradigm Wealth Management is an independent wealth management and advisory firm that specializes in retirement income planning for those in and nearing retirement. Managing Partners, David Provinsal and David Giegerich founded the firm in 2009.Explore more
Paradigm Wealth Management's Social MediaPopular SearchesParadigm Wealth Management LLCParadigm Wealth ManagementParadigmwealthmanagement ComParadigm Wealth Advisory LLCParadigm Wealth Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Paradigm Wealth Management Org Chart

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Chief Investment Officer

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Vice President - Investment Advisor Represent...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Paradigm Wealth Managemen...

$5.2M
11-50
Private
<$5M
2011
JW
Joseph WhiteChief Investment Officer
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
11-50
Private
-
2014
RB
Robert BadaliCEO & Founder
<$5M
1-10
Private
-
2013
SO
Steve OsterinkChief Investment Officer, Cfa, Cfp, Aif
<$5M
1-10
Private
-
2015
LB
Lester BotkinChief Investment Officer
<$5M
1-10
Private
-
2009
DZ
David ZofnessPresident & Founder
<$5M
1-10
Private
-
1989
MG
Michael GreenPresident & Chief Investment Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Paradigm Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Paradigm Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Paradigm Wealth Management.

Paradigm Wealth Management financials insights

Gather financial insights about Paradigm Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Paradigm Wealth Management's Financials Insights

Paradigm Wealth Management Tech Stack

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Frequently Asked Questions Regarding Paradigm Wealth Management

What is Paradigm Wealth Management's official website?
Paradigm Wealth Management's official website is www.paradigmwealthmanagement.com
What is Paradigm Wealth Management's Revenue?
Paradigm Wealth Management's revenue is $5.2 Million
What is Paradigm Wealth Management's SIC code?
Paradigm Wealth Management's SIC: 62,628
What is Paradigm Wealth Management's NAICS code?
Paradigm Wealth Management's NAICS: 52,523
How many employees does Paradigm Wealth Management have?
Paradigm Wealth Management has 11-50 employees
What industry does Paradigm Wealth Management belong to?
Paradigm Wealth Management is in the industry of: Finance, Securities Trading
What is Paradigm Wealth Management competition?
Paradigm Wealth Management top competitors include: Phase 2 Wealth Advisors, EverGreen Capital Management, Botkin Family Wealth Management, Monument Retirement & Wealth Advisory
What technology does Paradigm Wealth Management use?
Some of the popular technologies that Paradigm Wealth Management uses are: WordPress.org, reCAPTCHA, PHP, Proofpoint
How do I contact Paradigm Wealth Management?
Paradigm Wealth Management contact info: Phone number: (720) 931-6560 Website: www.paradigmwealthmanagement.com
What does Paradigm Wealth Management do?

Paradigm Wealth Management is an independent wealth management and advisory firm that specializes in retirement income planning for those in and nearing retirement. Managing Partners, David Provinsal and David Giegerich founded the firm in 2009.... Read More

What are Paradigm Wealth Management social media links?
Paradigm Wealth Management Linkedin page Paradigm Wealth Management Facebook page
Is Paradigm Wealth Management a public company?
Paradigm Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Paradigm Wealth Management

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