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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-07-2016
- Office Locations
- 1
Office Locations
About Paradigm Wealth Management
R 2 Wealth Management Partners is an RIA serving retail and institutional clients with financial planning and investment management spanning retirement, estate planning, insurance, and wealth preservation. The firm emphasizes investor education and publishes newsletters, calculators, videos, and research reports through its Learning Center. Portfolios commonly use ETFs and mutual funds with an asset-allocation and risk-management approach. Custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREW WILLIAM POOL
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #2960290
- Ownership
- 75% or more
DEBORAH LYNN MOORE
Owner
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Joshua Alan Hoppe
--
- CRD
- #8112220
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,484,723 | $308,864 |
| Non-Discretionary | $8,850,000 | $2,950,000 |
| Total | $116,334,723 | $331,438 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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