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Paradigm Wealth Management, LLC

● SEC registered since 2008CRD 148662SEC# 801-69719Westlake, OH
Export (members)
Reg. AUM
$475.6M
Employees
7
Accounts
298
Location
Westlake, OH

Paradigm Wealth Management, LLC assets under management

Paradigm Wealth Management, LLC operates as an SEC-registered investment adviser based in Westlake, OH. The firm has been registered since 2008. It reports $475.6 million in regulatory assets under management and employs 7 people.
www.investpwm.comView on SEC.gov ↗

Paradigm Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Douglas Carl Kuhlman ControlManaging Member/Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does Paradigm Wealth Management, LLC manage?

Paradigm Wealth Management, LLC reports $475.6 million in regulatory assets under management on its Form ADV.

How many employees does Paradigm Wealth Management, LLC have?

Paradigm Wealth Management, LLC reports 7 employees.

Where is Paradigm Wealth Management, LLC located?

Paradigm Wealth Management, LLC is based in Westlake, OH and has been SEC-registered since 2008.

Does Paradigm Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address159 Crocker Park Blvd, Suite 100, Westlake, OH 44145-8147
Phone440-892-5900
Fax440-848-8706
Office hours8:30 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$453.6M
Non-discretionary$22M
Total (RAUM)$475.6M