PARADIGM WEALTH MANAGEMENT, LLC

PARADIGM WEALTH MANAGEMENT, LLC of WESTLAKE, OH is an SEC-registered investment adviser (CRD 148662). Regulatory assets under management: $563.4M.

Registration

• CRD: 148662
• SEC file number: 801-69719
• Type: Registered investment adviser
• Location: 159 CROCKER PARK BLVD, SUITE 100, WESTLAKE, OH, 44145-8147
• Phone: 440-892-5900
• Latest filing: 2026-03-09
• Regulatory AUM: $563.4M
• Discretionary AUM: $541.9M
• Non-discretionary AUM: $21.5M
• Clients: 7
• Accounts: 500

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148662 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search