CRD: 148662
Paradigm Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-18-2008
- Office Locations
- 4
Office Locations
About Paradigm Wealth Management, LLC
Paradigm Wealth Management, LLC is an Ohio-based RIA providing asset management and financial planning, including portfolio construction, tax planning, insurance, and retirement plan guidance. The practice appears focused on entrepreneurs and diversified asset-allocation portfolios using mutual funds and ETFs. Reported custody relationships include Schwab and Fidelity/NFS, and the firm uses Pontera.
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Owner & Executives
DOUGLAS CARL KUHLMAN
Chief Compliance Officer, Managing Member, Managing Partner, President
- CRD
- #2761722
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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KEVIN VINCENT COONEY
Financial Advisor
- CRD
- #4950427
GREGORY STEVEN JOHNSON
Financial Advisor
- CRD
- #3166316
Summit signal
Unison eagle meridian
- CRD
- #66261
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $541,947,638 | $1,106,016 |
| Non-Discretionary | $21,456,366 | $2,145,637 |
| Total | $563,404,004 | $1,126,808 |
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Separately Managed Accounts
Total SMA Asset: $563,404,004
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,845,455,171 | 32.7% |
| Equity - Exchange | $665,944,068 | 11.8% |
| Corporate - Investment Grade | $468,418,285 | 8.3% |
| Cash | $2,082,486,110 | 36.9% |
| Municipal Bonds | $581,290,160 | 10.3% |
| Total | $5,643,593,794 | 100.0% |