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Home > Retirement Planners > ohio > westlake > PARADIGM WEALTH MANAGEMENT, LLC
PARADIGM WEALTH MANAGEMENT, LLC
159 Crocker Park Blvd
Suite 100
Westlake, Ohio 44145-8147
Tel: 440-892-5900
About PARADIGM WEALTH MANAGEMENT, LLC
PARADIGM WEALTH MANAGEMENT, LLC, formally registered with the SEC as PARADIGM WEALTH MANAGEMENT, LLC. The firm was established in 11/18/2008. They have over 3 offices throughout the country.
PARADIGM WEALTH MANAGEMENT, LLC is a Westlake, Ohio based Financial Planning firm with nearly $347,900,000 assets under management, offering retirement planning & investment advisory services to 823 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148662 |
| SEC# | 801-69719 |
| Assets Managed by Firm | $347,900,000 |
| No. of Clients | 823 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Other (SELECTION OF OTHER THIRD PARTY MONEY MANAGERS (ADVISORS))
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 823 | $347,900,000 |
| Individuals (other than high net worth individuals) | 146 | $31,500,000 |
| High net worth individuals | 99 | $310,300,000 |
| Charitable organizations | Fewer than 5 clients | $6,100,000 |
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|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
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