Paradigm Wealth Management
Paradigm Wealth Management is an SEC-registered mass-market adviser in Lincoln, NE with $116.3M assets under management (AUM, regulatory AUM), -70% over one year. See who owns Paradigm Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282055, SEC 801-114893, data through 2026-04-17.
- AUM (assets under management / regulatory AUM)
- $116.3M (2026-04-17)
- Firm type
- Mass-Market Adviser
- Location
- Lincoln, NE
- Employees
- 8
- Clients
- 351
- CRD
- 282055
- Ownership
- ROSSI, ROBERT, J; POOL, ANDREW, WILLIAM; LANGEMEIER, TRAVIS, N; MOORE, DEBORAH, LYNN
How much AUM does Paradigm Wealth Management have?
Paradigm Wealth Management reported $116.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-17).
Who owns Paradigm Wealth Management?
Disclosed owners and executives of Paradigm Wealth Management include ROSSI, ROBERT, J, POOL, ANDREW, WILLIAM, LANGEMEIER, TRAVIS, N, MOORE, DEBORAH, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.