PARADIGM WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2008

Total AUM

$563M

Discretionary

$542M

96% of AUM

Avg account

$1.1M

Accounts

500

Employees

Advisory reps

Firm details

Headquarters: WESTLAKE, Ohio
CRD number: 148662
Registered since: November 18, 2008
Website: investpwm.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: HNWI85.75%
Individuals11.72%
Charitable Organizations1.85%
Corporations / Businesses0.68%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Paradigm Wealth Management, LLC is an independent, SEC-registered investment adviser organized as an LLC and operating primarily for individual and family clients. The firm acts as a capital allocator and combines financial planning with discretionary portfolio management for individuals, small businesses and institutional-type entities. Service lines include selection of other advisers and educational seminars or workshops, indicating a consultative approach that coordinates outside managers when needed. Investment practice centers on pooled public funds for core exposures while supplementing portfolios with third-party alternative strategies. The firm is not an active ESG investor and is organized under individual ownership. Pricing mixes asset-based fees with hourly charges and other fee arrangements, allowing flexibility for differing client needs.