Paradigm, Strategies in Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 101–250 clients last fiscal year.
Paradigm, Strategies in Wealth Management reports 219 clients. They include 125 individual clients, 93 high-net-worth individuals and 1 charitable organization. Of its assets, 100.0% ($314M across 675 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 15% |
| High-net-worth individuals | 42% | 85% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 125 | $47.5M | 15.2% | $380K |
| High-net-worth individuals | 93 | $265M | 84.5% | $2.85M |
| Charitable organizations | Fewer than 5 | $1.02M | 0.3% | $1.02M |
| Total | 219 | $314M | 100% | — |
- Clients
- 125
- Regulatory AUM
- $47.5M
- AUM share
- 15.2%
- Avg. per client
- $380K
- Clients
- 93
- Regulatory AUM
- $265M
- AUM share
- 84.5%
- Avg. per client
- $2.85M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.02M
- AUM share
- 0.3%
- Avg. per client
- $1.02M
Total
- Clients
- 219
- Regulatory AUM
- $314M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Paradigm, Strategies in Wealth Management charges 0.65%–1.75% a year for its Asset Management Services and Data Aggregation Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting Services
- Financial planning and consulting is a negotiable fixed fee of up to $7,500, with one-half payable when the advisory agreement is signed and the balance at presentation of the plan.
William Strand owns 25% to 50% of Paradigm, Strategies in Wealth Management. The leadership team of Paradigm, Strategies in Wealth Management includes President Kristina Bentzen. It has 5 employees, 3 of them in advisory roles.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 25% to 50% of Paradigm, Strategies in Wealth Management, LLC
William Strand
Control person · since March 2025
- Owns 25% to 50% of Paradigm, Strategies in Wealth Management, LLC
Kristina Bentzen
Control person · since April 2020
- Owns 10% to 25% of Paradigm, Strategies in Wealth Management, LLC
Sean Grote
Control person · since January 2024
Paradigm, Strategies in Wealth Management’s regulatory assets grew from $229M (June 2021) to $314M (February 2026); clients rose from 176 to 219 and employees fell from 6 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $314M | 219 | 5 | 1 |
| Jul 2025July 2025 | $296M | 215 | 5 | 1 |
| Jun 2024June 2024 | $276M | 204 | 5 | 1 |
| Jul 2023July 2023 | $251M | 196 | 6 | 1 |
| Feb 2022February 2022 | $267M | 183 | 6 | 1 |
| Jun 2021June 2021 | $229M | 176 | 6 | 1 |
Besides its headquarters, Paradigm, Strategies in Wealth Management has 0 offices, with 1 listed address in 1 state.
Minnesota · 1 listed address
- 11324 86th Avenue North, Maple GroveHQ
Contact and registration details
- Legal name
- Paradigm, Strategies in Wealth Management, LLC
- Headquarters
- 11324 86th Avenue North, Maple Grove, MN 55369
- Website
- planparadigm.com
- Phone
- 763-201-1025
- @5402249
- SEC file
- 801-79270
- Founded
- 1995
- Structure
- Minnesota LLC
- Fiscal year end
- December
Paradigm, Strategies in Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($303M). Paradigm, Strategies in Wealth Management has custody of $111M for 170 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $303M100%
At year end, Paradigm, Strategies in Wealth Management’s separately managed accounts were mostly in funds (52%) and bonds (38%). Its reported 13F holdings for the quarter ended 30 June 2026 total $164M across 61 positions; the largest are Schwab Strategic TR (13.4%), iShares TR (11.8%) and Schwab Strategic TR (11.8%).
What the accounts hold
- Stocks6%
- Funds52%
- Bonds38%
- Investment grade corporate bonds33%
- State and local bonds5%
- Cash4%
How many clients does Paradigm, Strategies in Wealth Management have?
Paradigm, Strategies in Wealth Management has 219 clients and manages $314 million for them, as of February 2026. They include 125 individual clients, 93 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 February 2026
What services does Paradigm, Strategies in Wealth Management offer?
Paradigm, Strategies in Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Paradigm, Strategies in Wealth Management charge?
Paradigm, Strategies in Wealth Management charges 0.65%–1.75% a year for its Asset Management Services and Data Aggregation Services. The fee is billed in arrears and is negotiable.
Source: PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, filed 26 February 2026
Which custodians does Paradigm, Strategies in Wealth Management use?
Paradigm, Strategies in Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $303M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 February 2026
How many financial advisors does Paradigm, Strategies in Wealth Management have?
Paradigm, Strategies in Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Paradigm, Strategies in Wealth Management invest in?
At the end of its last fiscal year, Paradigm, Strategies in Wealth Management’s separately managed accounts held 52% registered funds (mutual funds, ETFs, BDCs), 33% investment grade corporate bonds, 6% exchange-traded equities, 5% state and local bonds and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Paradigm, Strategies in Wealth Management?
Paradigm, Strategies in Wealth Management’s direct owners are William Strand, Kristina Bentzen and Sean Grote, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 26 February 2026
How does Paradigm, Strategies in Wealth Management get paid?
Paradigm, Strategies in Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Paradigm, Strategies in Wealth Management?
Paradigm, Strategies in Wealth Management’s main office is at 11324 86th Avenue North, Maple Grove, MN 55369. Its phone number is 763-201-1025. Its website is planparadigm.com.