Paradigm Wealth Management, LLC
Paradigm Wealth Management, LLC is an SEC-registered wealth manager in Westlake, OH with $563.4M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Paradigm Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148662, SEC 801-69719, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $563.4M (2026-03-09)
- Firm type
- Wealth Manager
- Location
- Westlake, OH
- Employees
- 7
- Clients
- 416
- CRD
- 148662
- Ownership
- KUHLMAN, DOUGLAS, CARL
How much AUM does Paradigm Wealth Management, LLC have?
Paradigm Wealth Management, LLC reported $563.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Paradigm Wealth Management, LLC?
Disclosed owners and executives of Paradigm Wealth Management, LLC include KUHLMAN, DOUGLAS, CARL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.