Paradigm Wealth Management, LLC
● SEC registered since 2019CRD 282055SEC# 801-114893Lincoln, NE
Reg. AUM
$116.3M
Employees
8
Accounts
351
Location
Lincoln, NE
Paradigm Wealth Management, LLC assets under management
Paradigm Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Lincoln, NE. The firm has been registered since 2019. It reports $116.3 million in regulatory assets under management and employs 8 people.
Paradigm Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew William Pool Control | Managing Member And Chief Compliance Officer | Over 75% | 2015 |
| Deborah Lynn Moore | Owner | 10-25% | 2026 |
Frequently asked questions
How much does Paradigm Wealth Management, LLC manage?
Paradigm Wealth Management, LLC reports $116.3 million in regulatory assets under management on its Form ADV.
How many employees does Paradigm Wealth Management, LLC have?
Paradigm Wealth Management, LLC reports 8 employees.
Where is Paradigm Wealth Management, LLC located?
Paradigm Wealth Management, LLC is based in Lincoln, NE and has been SEC-registered since 2019.
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 | 8101 O Street, Suite 301, Lincoln, NE 68510 |
| Phone | 531-333-2728 |
| Fax | 402-489-0941 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$116.3M▼ 70%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$116.3Mregulatory AUM
Discretionary $107.5MNon-discretionary $8.9M