Bryan Kaufman
Investment adviser representative at Paradigm Wealth Advisory LLC
17 yearsExperience
2 statesRegistered in
$201.2MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Paradigm Tax LLCJan 2026 to now
- Paradigm Wealth Advisory LLCMar 2023 to now
- Kaufman & Gumnic LLPJan 2009 to Jan 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Paradigm Wealth Advisory LLC
$201.2MAssets managed
283Clients
8Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7514688
- Firm CRD
- 283120