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PARADIGM WEALTH MANAGEMENT
PARADIGM WEALTH MANAGEMENT, LLC
CRD 282055 · SEC 801-114893
8101 O STREET, SUITE 301, LINCOLN, NE, 68510, United States
Phone
531-333-2728
Fax
402-489-0941
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$116.3M
Discretionary AUM
$107.5M
Team
8 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 319 | $58.3M |
| High net worth individuals | 27 | $48.9M |
| Pension/profit sharing plans | 3 | $8.8M |
| Charitable organizations | 2 | $252K |
States served
AZ, CA, CO, IL, IA, KS, NE, NV, NC, WI, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD