PARADIGM WEALTH MANAGEMENT, LLC
Legal name: R2 WEALTH MANAGEMENT PARTNERS
CRD #282055 SEC #801-114893 LINCOLN, NE 402-489-9375
SEC Registered
Total AUM
$386.2M
Discretionary
$357.5M
Employees
8
Clients
51
Accounts
715
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $386.2M | $357.5M | $28.7M | 8 | 0 |
| Jun 2025 | $386.2M | $357.5M | $28.7M | 8 | 0 |
| Apr 2025 | $386.2M | $357.5M | $28.7M | 8 | 0 |
| Jan 2025 | $386.2M | $357.5M | $28.7M | 8 | 0 |
| Nov 2024 | $308.6M | $287.8M | $20.8M | 8 | 0 |
| Feb 2024 | $308.6M | $287.8M | $20.8M | 8 | 0 |
| Nov 2023 | $282.6M | $265.9M | $16.6M | 8 | 0 |
| Jan 2023 | $282.6M | $265.9M | $16.6M | 8 | 0 |
| Jul 2022 | $306.1M | $285.9M | $20.2M | 8 | 0 |
| Feb 2022 | $306.1M | $285.9M | $20.2M | 6 | 0 |
| Jan 2021 | $250.8M | $234.7M | $16.1M | 6 | 0 |
| Dec 2020 | $199.5M | $186.7M | $12.8M | 6 | 0 |
| Jun 2020 | $199.5M | $186.7M | $12.8M | 6 | 0 |
| May 2020 | $199.5M | $186.7M | $12.8M | 6 | 0 |
| Feb 2020 | $199.5M | $186.7M | $12.8M | 6 | 0 |
| Jan 2020 | $126.8M | $116.1M | $10.7M | 5 | 0 |
| Oct 2019 | $126.8M | $116.1M | $10.7M | 5 | 0 |
| Aug 2019 | $126.8M | $116.1M | $10.7M | 5 | 0 |
| Jun 2019 | $126.8M | $116.1M | $10.7M | 5 | 0 |
| May 2019 | $126.8M | $116.1M | $10.7M | 5 | 0 |
| Feb 2019 | $126.8M | $116.1M | $10.7M | 5 | 0 |
DateSep 2025
Total AUM$386.2M
Discretionary$357.5M
Non-Disc.$28.7M
Employees8
Clients0
DateJun 2025
Total AUM$386.2M
Discretionary$357.5M
Non-Disc.$28.7M
Employees8
Clients0
DateApr 2025
Total AUM$386.2M
Discretionary$357.5M
Non-Disc.$28.7M
Employees8
Clients0
DateJan 2025
Total AUM$386.2M
Discretionary$357.5M
Non-Disc.$28.7M
Employees8
Clients0
DateNov 2024
Total AUM$308.6M
Discretionary$287.8M
Non-Disc.$20.8M
Employees8
Clients0
DateFeb 2024
Total AUM$308.6M
Discretionary$287.8M
Non-Disc.$20.8M
Employees8
Clients0
DateNov 2023
Total AUM$282.6M
Discretionary$265.9M
Non-Disc.$16.6M
Employees8
Clients0
DateJan 2023
Total AUM$282.6M
Discretionary$265.9M
Non-Disc.$16.6M
Employees8
Clients0
DateJul 2022
Total AUM$306.1M
Discretionary$285.9M
Non-Disc.$20.2M
Employees8
Clients0
DateFeb 2022
Total AUM$306.1M
Discretionary$285.9M
Non-Disc.$20.2M
Employees6
Clients0
DateJan 2021
Total AUM$250.8M
Discretionary$234.7M
Non-Disc.$16.1M
Employees6
Clients0
DateDec 2020
Total AUM$199.5M
Discretionary$186.7M
Non-Disc.$12.8M
Employees6
Clients0
DateJun 2020
Total AUM$199.5M
Discretionary$186.7M
Non-Disc.$12.8M
Employees6
Clients0
DateMay 2020
Total AUM$199.5M
Discretionary$186.7M
Non-Disc.$12.8M
Employees6
Clients0
DateFeb 2020
Total AUM$199.5M
Discretionary$186.7M
Non-Disc.$12.8M
Employees6
Clients0
DateJan 2020
Total AUM$126.8M
Discretionary$116.1M
Non-Disc.$10.7M
Employees5
Clients0
DateOct 2019
Total AUM$126.8M
Discretionary$116.1M
Non-Disc.$10.7M
Employees5
Clients0
DateAug 2019
Total AUM$126.8M
Discretionary$116.1M
Non-Disc.$10.7M
Employees5
Clients0
DateJun 2019
Total AUM$126.8M
Discretionary$116.1M
Non-Disc.$10.7M
Employees5
Clients0
DateMay 2019
Total AUM$126.8M
Discretionary$116.1M
Non-Disc.$10.7M
Employees5
Clients0
DateFeb 2019
Total AUM$126.8M
Discretionary$116.1M
Non-Disc.$10.7M
Employees5
Clients0