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| Happy Holidays!! thanks for using AUM13F!! |
| Paradigm Wealth LLC
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| CRD # | 282055 |
| SEC # | 801-114893 |
| CIK # | |
| AUM | $386.2 M (2025-06-30) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 402-489-9375 |
| Address | 8101 O Street Lincoln, NE 68510 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 622 | 148.1 |
| (b) Individuals (high net worth individuals) | 80 | 209.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 28.7 |
| (h) Charitable organizations | 2 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 715 | 386.2 |
| By Discretionary | ||
| Discretionary | 704 | 357.5 |
| Non-Discretionary | 11 | 28.7 |
| Total | 715 | 386.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 386.2 | |
| Total | 715 | 386.2 |
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|---|---|---|
|
Capital Square LLC
✚
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TN | 0.4 |
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Allgen Financial Advisors Inc
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FL | 0.4 |
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Envision Financial Planning LLC
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TN | 0.4 |
|
Beacon Financial Planning Inc
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MA | 0.4 |
|
Widmann Financial Services Inc
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MD | 0.4 |
|
McCay Wealth Advisory LLC
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|
TN | 0.4 |
|
Avory & Company LLC
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|
FL | 0.4 |
|
Court Place Advisors LLC
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|
MD | 0.4 |
|
Fee-Only Financial Planning LC
✚
|
0.4 | |
|
ETF Portfolio Partners Inc
✚
|
KS | 0.4 |