AdvisorCensus / Financial advisors / Nebraska / Lincoln / Paradigm Wealth Management
Paradigm Wealth Management
Filed as PARADIGM WEALTH MANAGEMENT · Legal name Paradigm Wealth Management, LLC
Paradigm Wealth Management is an SEC-registered investment advisory firm in Lincoln, NE, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.
Quick answers
From the filingHow is Paradigm Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Paradigm Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Paradigm Wealth Management charge?
Its Form ADV Part 2A brochure dated April 17, 2026 states: Hourly rate: $200 an hour (financial planning services); Flat fee: $250 (Develop a written plan with no further engagement). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Paradigm Wealth Management located?
Paradigm Wealth Management's principal office is in Lincoln, NE, according to its Form ADV; the February 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Paradigm Wealth Management registered with the SEC or a state?
Paradigm Wealth Management is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 282055.
How much does Paradigm Wealth Management manage?
Paradigm Wealth Management reports $116,334,723 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (92% discretionary).
How have Paradigm Wealth Management's assets and staff changed since 2021?
In the Form ADV data for Paradigm Wealth Management: Regulatory assets under management: $250,800,161 in the October 2021 data and $116,334,723 in the October 2026 data, down 54%. Total employees: 6 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Paradigm Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (319); high net worth individuals (27); pension and profit sharing plans (but not the plan participants or government pension plans) (3).
Which custodians does Paradigm Wealth Management use?
Paradigm Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Paradigm Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282055
Does Paradigm Wealth Management state an account minimum?
Its Form ADV Part 2A brochure dated April 17, 2026 says: "There is no minimum account size or minimum annual fee." "We do not have a minimum account size or fee for our asset management services."
What changed in Paradigm Wealth Management's recent Form ADV filings?
In the May 2026 filing data: No longer lists the business name R2 Wealth Management Partners. Employees performing advisory functions went from 5 to 2. Regulatory assets under management went from $421,157,264 to $116,334,723 (-72%). No longer lists an office in Lincoln, NE.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
There is no minimum account size or minimum annual fee.
We do not have a minimum account size or fee for our asset management services.
Hourly rate: $200 an hour (financial planning services)
The brochure's wording
Paradigm Wealth Management provides financial planning services under an hourly fee arrangement. An hourly fee of $200 per hour is charged by Paradigm Wealth Management for financial planning services under this arrangement.
Flat fee: $250 (Develop a written plan with no further engagement)
The brochure's wording
The minimum fixed fee is generally $250, and the maximum fixed fee is generally no more than $1,000. The amount of the fixed fee for your engagement is specified in your financial planning agreement
As stated in the firm's Form ADV Part 2A brochure dated April 17, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$116,334,723 as of October 2026, filing dated September 14, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Paradigm Wealth Management, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (7 years)
- Employees
- Total: 8. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the February 2026 filing
- States registered or notice-filed
-
13 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $116,334,723 | 8 | September 14, 2026 |
| October 2025 | $386,182,129 | 8 | June 30, 2025 |
| October 2024 | $308,614,001 | 8 | February 6, 2024 |
| October 2023 | $282,562,801 | 8 | January 12, 2023 |
| October 2022 | $306,052,826 | 8 | July 14, 2022 |
| October 2021 | $250,800,161 | 6 | January 25, 2021 |
Regulatory assets under management: $250,800,161 in the October 2021 data and $116,334,723 in the October 2026 data, down 54%.
Total employees: 6 in October 2021 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- May 2026
- No longer lists the business name R2 Wealth Management Partners.
- Employees performing advisory functions went from 5 to 2.
- Regulatory assets under management went from $421,157,264 to $116,334,723 (-72%).
- No longer lists an office in Lincoln, NE.
- February 2026
- Added an office in Lincoln, NE.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Paradigm Wealth Management (CRD 282055): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/paradigm-wealth-management-lincoln-ne-282055