|
⚲
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| Paradigm Wealth Management LLC
✚
| |
|---|---|
| CRD # | 148662 |
| SEC # | 801-69719 |
| CIK # | |
| AUM | $347.9 MM (2024-02-21) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 440-892-5900 |
| Address | 159 Crocker Park Blvd Westlake, OH 44145-8147 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 146 | 31.5 |
| (b) Individuals (high net worth individuals) | 99 | 310.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 6.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 823 | 347.9 |
| By Discretionary | ||
| Discretionary | 728 | 319.5 |
| Non-Discretionary | 95 | 28.4 |
| Total | 823 | 347.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 347.9 | |
| Total | 823 | 347.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Money Management Services Inc
✚
|
AL | 0.4 |
|
Nepsis Inc
✚
|
MN | 0.4 |
|
DCM Advisors LLC
✚
|
NY | 0.3 |
|
West Wealth Group LLC
✚
|
CA | 0.3 |
|
DLK Investment Management LLC
✚
|
CA | 0.3 |
|
Corepath Wealth Partners LLC
✚
|
AZ | 0.3 |
|
Axiom Financial Strategies Group LLC
✚
|
IN | 0.3 |
|
Hixon Zuercher LLC
✚
|
OH | 0.3 |
|
Muhlenkamp & Co Inc
✚
|
PA | 0.3 |
|
Whitcomb & Hess Inc
✚
|
OH | 0.3 |