Paradigm Wealth Management, LLC
● SEC registered since 2008CRD 148662SEC# 801-69719Westlake, OH
Reg. AUM
$563.4M
Employees
7
Accounts
500
Location
Westlake, OH
Paradigm Wealth Management, LLC assets under management
Paradigm Wealth Management, LLC operates as an SEC-registered investment adviser based in Westlake, OH. The firm has been registered since 2008. It reports $563.4 million in regulatory assets under management and employs 7 people.
Paradigm Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Carl Kuhlman Control | Managing Member/Chief Compliance Officer | Over 75% | 2008 |
Frequently asked questions
How much does Paradigm Wealth Management, LLC manage?
Paradigm Wealth Management, LLC reports $563.4 million in regulatory assets under management on its Form ADV.
How many employees does Paradigm Wealth Management, LLC have?
Paradigm Wealth Management, LLC reports 7 employees.
Where is Paradigm Wealth Management, LLC located?
Paradigm Wealth Management, LLC is based in Westlake, OH and has been SEC-registered since 2008.
Does Paradigm Wealth Management, LLC disclose fund performance?
Paradigm Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 159 Crocker Park Blvd, Suite 100, Westlake, OH 44145-8147 |
| Phone | 440-892-5900 |
| Fax | 440-848-8706 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$563.4M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$563.4Mregulatory AUM
Discretionary $541.9MNon-discretionary $21.5M