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, owner-operated registered investment adviser formed as an LLC and registered with the SEC in 2019. The firm serves both individual and family clients as well as institutional accounts. It charges a mix of percentage-of-AUM fees along with hourly and fixed-fee arrangements, and does not act as a capital allocator in the sense of running a multi-manager fund business. Advisory services emphasized in filings include comprehensive financial planning, portfolio management for individuals and small businesses, and investor education through periodic publications and seminars or workshops. The adviser does not identify as an active ESG investor and is not designated as a multi-state adviser.