PARADIGM WEALTH MANAGEMENT, LLC

CRD 148662File 801-69719

APPROVED

Retail clients

Filing as of Mar 9, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$563.4M

Above cohort median (national)

Discretionary AUM

$541.9M

Non-discretionary $21.5M

Clients

416

500 accounts

Employees

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
Website: HTTP://WWW.INVESTPWM.COM

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.