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Building 2PARADIGM WEALTH MANAGEMENT, LLC

Map pinWESTLAKE, OH
Phone440-892-5900
NotebookSEC #801-69719
Total AUM
$563.4M
Employees
7
Clients
418

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
159 CROCKER PARK BLVD
SUITE 100
WESTLAKE
OH 44145-8147
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
440-892-5900
Other Offices
2

ReceiptFinancials

Total AUM
$563.4M
Accounts
500
Discretionary
$541.9M
Accounts
490
Non-Discretionary
$21.5M
Accounts
10

ContactClients

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Individual Clients
245
AUM
$66M
HNW Individual Clients
171
AUM
$483.1M
Charitable Organization Clients
1
AUM
$10.4M
Corporation or Business Clients
1
AUM
$3.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER THIRD PARTY MONEY MANAGERS (ADVISORS)

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILINOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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