PARADIGM WEALTH MANAGEMENT

RIASEC RegisteredEst. 2019

Total AUM

$116M

Discretionary

$107M

92% of AUM

Avg account

$331K

Accounts

351

Employees

Advisory reps

Firm details

Headquarters: LINCOLN, Nebraska
CRD number: 282055
Registered since: March 27, 2019
Website: www.paradigmwealth.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals50.13%
HNWI42.04%
Pension & Profit Sharing Plans7.61%
Charitable Organizations0.22%
Services: Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Paradigm Wealth Management is an independent registered investment adviser operating as a limited liability company and SEC-registered since 2019. The firm is individually owned and serves both individual/family and institutional clients. Core offerings center on financial planning and portfolio management for individuals and small businesses, supplemented by periodic publications and educational seminars or workshops. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor, and it is not characterized as a multi-state adviser or pension consultant.