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| Happy Holidays!! thanks for using AUM13F!! |
| Paradigm Wealth Management LLC
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|---|---|
| CRD # | 148662 |
| SEC # | 801-69719 |
| CIK # | |
| AUM | $475.6 M (2025-05-12) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 440-892-5900 |
| Address | 159 Crocker Park Blvd Westlake, OH 44145-8147 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 225 | 73.4 |
| (b) Individuals (high net worth individuals) | 141 | 391.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 7.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 298 | 475.6 |
| By Discretionary | ||
| Discretionary | 288 | 453.6 |
| Non-Discretionary | 10 | 22.0 |
| Total | 298 | 475.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 475.6 | |
| Total | 298 | 475.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bridgeport Financial Solutions LLC
✚
|
AZ | 0.5 |
|
DB Fitzpatrick & Co Inc
✚
|
ID | 0.5 |
|
Global View Investment Advisors LLC
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|
SC | 0.5 |
|
Capital Investment Management Inc
✚
|
MO | 0.5 |
|
West Wealth Group LLC
✚
|
CA | 0.5 |
|
The Strategic Financial Alliance Inc
✚
|
GA | 0.5 |
|
Edgerock Capital LLC
✚
|
CO | 0.5 |
|
Paradigm Wealth Advisory LLC
✚
|
NJ | 0.5 |
|
Brite Advisors USA Inc
✚
|
NY | 0.5 |
|
Peirce Park Group Inc
✚
|
PA | 0.5 |