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PARADIGM WEALTH MANAGEMENT

LINCOLN, NE · CRD 282055 · IAPD ↗ · 531-333-2728

$116.3MRegulatory AUM
2Advisory reps
8Employees
0Clients
51-100Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — PARADIGM WEALTH MANAGEMENT reported RAUM down 72% ($421.2M -> $116.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
May 2026 — PARADIGM WEALTH MANAGEMENT shrank from 5 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
May 2026 — R2 WEALTH MANAGEMENT PARTNERS is now doing business as PARADIGM WEALTH MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
53
February 2026 — R2 WEALTH MANAGEMENT PARTNERS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2025 — R2 WEALTH MANAGEMENT PARTNERS notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
February 2025 — R2 WEALTH MANAGEMENT PARTNERS reported RAUM up 25% ($308.6M -> $386.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
December 2024 — R2 WEALTH MANAGEMENT PARTNERS notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2024 — R2 WEALTH MANAGEMENT PARTNERS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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