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PARADIGM WEALTH MANAGEMENT, LLC

CRD 148662 · SEC 801-69719

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159 CROCKER PARK BLVD, SUITE 100, WESTLAKE, OH, 44145-8147, United States

Phone

440-892-5900

Fax

440-848-8706

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$563.4M

Discretionary AUM

$541.9M

Team

7 total employees; 6 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; SELECTION OF OTHER THIRD PARTY MONEY MANAGERS (ADVISORS)

Org form

Limited Liability Company

Filing date

2026-03-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals245$66.0M
High net worth individuals171$483.1M

States served

IL, IN, OH, TX, FL

All web addresses on file

Official SEC filing: View on IAPD