PARADIGM WEALTH MANAGEMENT, LLC
CRD #148662 SEC #801-69719 WESTLAKE, OH 440-892-5900
SEC Registered
Total AUM
$475.6M
Discretionary
$453.6M
Employees
7
Clients
26
Accounts
298
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $475.6M | $453.6M | $22M | 7 | 0 |
| Mar 2025 | $475.6M | $453.6M | $22M | 7 | 0 |
| Feb 2024 | $347.9M | $319.5M | $28.4M | 7 | 0 |
| Oct 2023 | $261.1M | $237.7M | $23.4M | 4 | 0 |
| Sep 2023 | $261.1M | $237.7M | $23.4M | 4 | 0 |
| Feb 2023 | $261.1M | $237.7M | $23.4M | 4 | 0 |
| Mar 2022 | $287.5M | $259.2M | $28.3M | 4 | 0 |
| Oct 2021 | $258.5M | $233.9M | $24.6M | 3 | 0 |
| Jan 2021 | $258.5M | $233.9M | $24.6M | 3 | 0 |
| Jun 2020 | $221.6M | $201.3M | $20.3M | 3 | 0 |
| Feb 2020 | $221.6M | $201.3M | $20.3M | 3 | 0 |
| Jan 2019 | $185M | $167.5M | $17.5M | 3 | 0 |
| Feb 2018 | $185.4M | $168.6M | $16.8M | 3 | 2 |
| Jan 2017 | $161.6M | $133.3M | $28.3M | 3 | 307 |
| Jan 2016 | $143.2M | $115.7M | $27.5M | 3 | 307 |
| Feb 2015 | $137.3M | $109.8M | $27.5M | 3 | 307 |
| Nov 2014 | $132.2M | $108.2M | $24M | 3 | 26 |
| Mar 2014 | $132.2M | $108.2M | $24M | 2 | 26 |
| Mar 2013 | $98.2M | $77M | $21.2M | 2 | 26 |
| Mar 2012 | $91.4M | $71.2M | $20.2M | 1 | 26 |
| Jan 2011 | $80M | $62M | $18M | 5 | -- |
| Mar 2010 | $69M | $51M | $18M | 5 | -- |
| May 2009 | $43M | $38M | $5M | 5 | -- |
DateMay 2025
Total AUM$475.6M
Discretionary$453.6M
Non-Disc.$22M
Employees7
Clients0
DateMar 2025
Total AUM$475.6M
Discretionary$453.6M
Non-Disc.$22M
Employees7
Clients0
DateFeb 2024
Total AUM$347.9M
Discretionary$319.5M
Non-Disc.$28.4M
Employees7
Clients0
DateOct 2023
Total AUM$261.1M
Discretionary$237.7M
Non-Disc.$23.4M
Employees4
Clients0
DateSep 2023
Total AUM$261.1M
Discretionary$237.7M
Non-Disc.$23.4M
Employees4
Clients0
DateFeb 2023
Total AUM$261.1M
Discretionary$237.7M
Non-Disc.$23.4M
Employees4
Clients0
DateMar 2022
Total AUM$287.5M
Discretionary$259.2M
Non-Disc.$28.3M
Employees4
Clients0
DateOct 2021
Total AUM$258.5M
Discretionary$233.9M
Non-Disc.$24.6M
Employees3
Clients0
DateJan 2021
Total AUM$258.5M
Discretionary$233.9M
Non-Disc.$24.6M
Employees3
Clients0
DateJun 2020
Total AUM$221.6M
Discretionary$201.3M
Non-Disc.$20.3M
Employees3
Clients0
DateFeb 2020
Total AUM$221.6M
Discretionary$201.3M
Non-Disc.$20.3M
Employees3
Clients0
DateJan 2019
Total AUM$185M
Discretionary$167.5M
Non-Disc.$17.5M
Employees3
Clients0
DateFeb 2018
Total AUM$185.4M
Discretionary$168.6M
Non-Disc.$16.8M
Employees3
Clients2
DateJan 2017
Total AUM$161.6M
Discretionary$133.3M
Non-Disc.$28.3M
Employees3
Clients307
DateJan 2016
Total AUM$143.2M
Discretionary$115.7M
Non-Disc.$27.5M
Employees3
Clients307
DateFeb 2015
Total AUM$137.3M
Discretionary$109.8M
Non-Disc.$27.5M
Employees3
Clients307
DateNov 2014
Total AUM$132.2M
Discretionary$108.2M
Non-Disc.$24M
Employees3
Clients26
DateMar 2014
Total AUM$132.2M
Discretionary$108.2M
Non-Disc.$24M
Employees2
Clients26
DateMar 2013
Total AUM$98.2M
Discretionary$77M
Non-Disc.$21.2M
Employees2
Clients26
DateMar 2012
Total AUM$91.4M
Discretionary$71.2M
Non-Disc.$20.2M
Employees1
Clients26
DateJan 2011
Total AUM$80M
Discretionary$62M
Non-Disc.$18M
Employees5
Clients--
DateMar 2010
Total AUM$69M
Discretionary$51M
Non-Disc.$18M
Employees5
Clients--
DateMay 2009
Total AUM$43M
Discretionary$38M
Non-Disc.$5M
Employees5
Clients--