Paradigm Wealth Management, LLC
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Overview
Paradigm Wealth Management, LLC operates as an advisory company located in Westlake, Ohio. The company administers $261.1 million in assets over 553 accounts, making it a mid-tier firm in the country by assets under management (AUM). Paradigm Wealth Management, LLC has a small group, including 3 financial advisors. Paradigm Wealth Management, LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as equities, options and bonds.
Paradigm Wealth Management, LLC oversees most of its accounts on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell choices without requiring the client's approval. Paradigm Wealth Management, LLC also manages 91 non-discretionary accounts totaling $23.4 million in assets. The firm manages about $472,152 for every account. The typical advisor at Paradigm Wealth Management, LLC manages about 184 client accounts.
The firm's headquarters is located at 159 Crocker Park Blvd, Westlake, Ohio 44145-8147. Paradigm Wealth Management, LLC is legally allowed to serve customers across a number of states, including Illinois and Ohio.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Paradigm Wealth Management, LLC by the Numbers
$261.1 million
4
553
$472.2 thousand
Products and Services
Paradigm Wealth Management, LLC offers multiple financial services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. In the prior financial year, Paradigm Wealth Management, LLC provided 11-25 of its accounts with financial planning services. It does not sell products or offer services other than investment advisory services to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types billed by Paradigm Wealth Management, LLC likely are comprised of some blend of the following fee structures: asset-based, hourly or other. Paradigm Wealth Management, LLC does not provide a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 10% of firms
Other
Unavailable
Types of Clients
The company provides services to retail investors and high net worth investors. Out of its 553 customers, Paradigm Wealth Management, LLC's biggest client group is retail investors, although it also serves 77 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 46.39%
- Other Individuals - 53.61%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Paradigm Wealth Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Paradigm Wealth Management, LLC
Chicago, IL
Westlake, OH
Westlake, OH
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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