Overview
Assets Under Management: $348 million
Headquarters: WESTLAKE, OH
High-Net-Worth Clients: 141
Average Client Assets: $3 million
Frequently Asked Questions
PARADIGM WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148662), PARADIGM WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PARADIGM WEALTH MANAGEMENT, LLC is headquartered in WESTLAKE, OH.
PARADIGM WEALTH MANAGEMENT, LLC serves 141 high-net-worth clients according to their SEC filing dated February 21, 2024. View client details ↓
According to their SEC Form ADV, PARADIGM WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
PARADIGM WEALTH MANAGEMENT, LLC manages $348 million in client assets according to their SEC filing dated February 21, 2024.
According to their SEC Form ADV, PARADIGM WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 141
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.29
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 823
Discretionary Accounts: 728
Non-Discretionary Accounts: 95
Regulatory Filings
CRD Number: 148662
Last Filing Date: 2024-02-21 00:00:00
Website: https://investpwm.com