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PARADIGM WEALTH MANAGEMENT, LLC

WESTLAKE, OH · CRD 148662 · IAPD ↗ · investpwm.com · 440-892-5900

$563.4MRegulatory AUM
6Advisory reps
7Employees
0Clients
26-50Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — PARADIGM WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($475.6M -> $563.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
June 2025 — PARADIGM WEALTH MANAGEMENT, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — PARADIGM WEALTH MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2025 — PARADIGM WEALTH MANAGEMENT, LLC reported RAUM up 37% ($347.9M -> $475.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
March 2024 — PARADIGM WEALTH MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
March 2024 — PARADIGM WEALTH MANAGEMENT, LLC reported RAUM up 33% ($261.1M -> $347.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
March 2024 — PARADIGM WEALTH MANAGEMENT, LLC grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.