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PARADIGM WEALTH MANAGEMENT, LLC
CRD 148662File 801-69719
APPROVED
Retail clients
Filing as of Mar 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$563.4M
Above cohort median (national)
Discretionary AUM
$541.9M
Non-discretionary $21.5M
Clients
416
500 accounts
Employees
7
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 18, 2008
- Principal office
- 159 CROCKER PARK BLVD, SUITE 100, WESTLAKE, OH, 44145-8147
- Phone
- 440-892-5900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $563.4M
- Discretionary AUM
- $541.9M
- Non-discretionary AUM
- $21.5M
- Discretionary accounts
- 490
- Non-discretionary accounts
- 10
- Total accounts
- 500
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.8M |
| Charitable organizations | Fewer than 5 | $10.4M |
| High net worth individuals | 171 | $483.1M |
| Individuals (other than high net worth individuals) | 245 | $66.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — SELECTION OF OTHER THIRD PARTY MONEY MANAGERS (ADVISORS)
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 366 | 416 | increased by50 |
| Apr 1, 2026 | AUM | $475,628,112 | $563,404,004 | increased by$87,775,892 |
| Apr 1, 2026 | Accounts | 298 | 500 | increased by202 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 7 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 157 | 366 | increased by209 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $287,480,000 | $475,628,112 | increased by$188,148,112 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 537 | 298 | decreased by239 |
| Apr 1, 2022 | Employees | 3 | 4 | increased by1 |
| Apr 1, 2022 | Clients | 145 | 157 | increased by12 |
| Apr 1, 2022 | AUM | $258,490,000 | $287,480,000 | increased by$28,990,000 |
| Apr 1, 2022 | Accounts | 459 | 537 | increased by78 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PARADIGM WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PARADIGM WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.