Investment adviser · CRD 282055
PARADIGM WEALTH MANAGEMENT
Investment adviser filing (IA)
PARADIGM WEALTH MANAGEMENT, LLC
LINCOLN, NE, United States · Form ADV filed Sep 14, 2026
- Regulatory AUM
- $116M Form ADV · Item 5.F
- Client accounts
- 351 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 319 | $58,322,983 | 50.1% |
| High-net-worth individuals | 27 | $48,909,740 | 42.0% |
| Retirement plans | 3 | $8,850,000 | 7.6% |
| Charities | 2 | $252,000 | 0.2% |
Filing source
Form ADV 2132393 · Sep 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
8055 O STREET, SUITE 122LINCOLN, NE, 68510, United States
CRD 282055
Filing source
Form ADV 2132393 · Sep 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.