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PARADIGM WEALTH MANAGEMENT, LLC

Tel: 440-892-5900
159 Crocker Park Blvd
Suite 100
Westlake, Ohio  44145-8147

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PARADIGM WEALTH MANAGEMENT, LLC

PARADIGM WEALTH MANAGEMENT, LLC is a Westlake, Ohio based financial advisory firm with nearly $347,900,000 in assets under management and provides investment advisory services for 823 clients. There are currently 7 financial advisors at the firm.

General Information

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

Fee Structure:

A percentage of AUM, Hourly charges, Other (SELECTION OF OTHER THIRD PARTY MONEY MANAGERS (ADVISORS

Firm CRD#:

148662

SEC#:

801-69719

No. of Clients:

823

Assets under Management

$347,900,000

No. of Advisors:

7

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