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Paradigm Wealth, LLC

● SEC registered since 2019CRD 282055SEC# 801-114893Lincoln, NE
Export (members)
Reg. AUM
$386.2M
Employees
8
Accounts
715
Location
Lincoln, NE

Paradigm Wealth, LLC assets under management

Paradigm Wealth, LLC is a registered investment adviser overseen by the SEC based in Lincoln, NE. The firm has been registered since 2019. It reports $386.2 million in regulatory assets under management and employs 8 people.

Paradigm Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
Andrew William Pool ControlManaging Member And Chief Compliance OfficerOver 75%2015
Travis N Langemeier ControlManaging Member25-50%2024

Frequently asked questions

How much does Paradigm Wealth, LLC manage?

Paradigm Wealth, LLC reports $386.2 million in regulatory assets under management on its Form ADV.

How many employees does Paradigm Wealth, LLC have?

Paradigm Wealth, LLC reports 8 employees.

Where is Paradigm Wealth, LLC located?

Paradigm Wealth, LLC is based in Lincoln, NE and has been SEC-registered since 2019.

Does Paradigm Wealth, LLC disclose fund performance?

Paradigm Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8101 O Street, Suite 301, Lincoln, NE 68510
Phone531-333-2728
Fax402-489-0941
Office hours8:30 a.m. - 4:30 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$357.5M
Non-discretionary$28.7M
Total (RAUM)$386.2M