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| Keyboard |
| Paradigm Wealth Management LLC
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|---|---|
| CRD # | 282055 |
| SEC # | 801-114893 |
| CIK # | |
| AUM | 116.3 M (2026-04-17) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Phone | 531-333-2728 |
| 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) | 319 | 58.3 |
| (b) Individuals (high net worth individuals) | 27 | 48.9 |
| (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 | 3 | 8.8 |
| (h) Charitable organizations | 2 | 0.3 |
| (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 | 351 | 116.3 |
| By Discretionary | ||
| Discretionary | 348 | 107.5 |
| Non-Discretionary | 3 | 8.8 |
| Total | 351 | 116.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.3 | |
| Total | 351 | 116.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gardner Asset Management LLC
✚
|
TX | 125.3 M |
|
Encompass Advisory Services LLC
✚
|
TX | 121.3 M |
|
Hinsdale Associates Inc
✚
|
IL | 120.1 M |
|
Cox Financial Group Inc
✚
|
OH | 119.5 M |
|
OMNI Financial LLC
✚
|
WI | 116.9 M |
|
Colburn Wealth Management LLC
✚
|
OH | 116.2 M |
|
Beyond Your Hammock LLC
✚
|
MA | 115.4 M |
|
Leach Bickmore & Weiss Wealth Management LLC
✚
|
WI | 115.3 M |
|
Kaltbaum Capital Management LLC
✚
|
110.9 M | |
|
Taber Asset Management LLC
✚
|
110.0 M |