PARADIGM WEALTH MANAGEMENT, LLC
SEC RegisteredEmpowering You and Your Financial Future with Personalized, Innovative Strategies and Expertise
About the firm
Paradigm Wealth Management is a premier provider of customizable financial solutions. The team collaborates closely with each client to understand their unique circumstances and deliver tailored solutions—from everyday financial management to long-term legacy planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Asset Management, Retirement Planning, Planning for Business Owners, Tax Planning, and Risk Analysis.
Who they serve
Investors and individuals seeking comprehensive financial portfolio management, including business owners, those planning for retirement, and clients navigating complex financial landscapes.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 245 | $66M |
| High Net Worth Individuals | 171 | $483M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $500,000 | 1.00% |
| $500,001 - $2,000,000 | 0.75% |
| $2,000,001 - $5,000,000 | 0.65% |
| $5,000,001 - $10,000,000 | 0.50% |
| $10,000,001 and Above | 0.30% |
Data as of March 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PARADIGM WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched