{
  "crd_number": 282055,
  "slug": "paradigm-wealth-management-lincoln-ne-282055",
  "primary_business_name": "PARADIGM WEALTH MANAGEMENT",
  "legal_name": "PARADIGM WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Lincoln",
  "state": "NE",
  "country": "United States",
  "cbsa_code": "30700",
  "metro": {
    "cbsa_code": "30700",
    "common_name": "Lincoln",
    "msa_name": "Lincoln, NE",
    "path": "/advisors/ne/lincoln"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-03-27",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-09-14",
  "carried_forward": false,
  "raum_total": 116334723.0,
  "raum_discretionary": 107484723.0,
  "raum_non_discretionary": 8850000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 252000.0,
      "count": 2
    },
    "individuals": {
      "raum": 58322983.0,
      "count": 319
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 8850000.0,
      "count": 3
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 48909740.0,
      "count": 27
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "IA",
    "IL",
    "KS",
    "MO",
    "NC",
    "NE",
    "NV",
    "TX",
    "WI"
  ],
  "websites": [
    "https://facebook.com/R2WEALTHMANAGEMENTPARTNERS",
    "https://linkedin.com/R2WEALTHMANAGEMENTPARTNERS",
    "https://linkedin.com/in/andrewpoolcfp",
    "https://pwmlincoln.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282055",
  "city_as_filed": "LINCOLN",
  "url": "https://advisorcensus.com/firm/paradigm-wealth-management-lincoln-ne-282055",
  "display_name": "Paradigm Wealth Management",
  "summary": "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.",
  "citation": "AdvisorCensus. Paradigm Wealth Management (CRD 282055): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Paradigm Wealth Management compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Paradigm Wealth Management charge?",
      "a": "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."
    },
    {
      "q": "Where is Paradigm Wealth Management located?",
      "a": "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)."
    },
    {
      "q": "Is Paradigm Wealth Management registered with the SEC or a state?",
      "a": "Paradigm Wealth Management is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 282055."
    },
    {
      "q": "How much does Paradigm Wealth Management manage?",
      "a": "Paradigm Wealth Management reports $116,334,723 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (92% discretionary)."
    },
    {
      "q": "How have Paradigm Wealth Management's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Paradigm Wealth Management serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Paradigm Wealth Management use?",
      "a": "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."
    },
    {
      "q": "Does Paradigm Wealth Management report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Paradigm Wealth Management state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Paradigm Wealth Management's recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 250800161.0,
      "total_employees": 6,
      "filing_date": "2021-01-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 306052826.0,
      "total_employees": 8,
      "filing_date": "2022-07-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 282562801.0,
      "total_employees": 8,
      "filing_date": "2023-01-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 308614001.0,
      "total_employees": 8,
      "filing_date": "2024-02-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 386182129.0,
      "total_employees": 8,
      "filing_date": "2025-06-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 116334723.0,
      "total_employees": 8,
      "filing_date": "2026-09-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Added an office in Lincoln, NE.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $200 an hour (financial planning services)",
      "Flat fee: $250 (Develop a written plan with no further engagement)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 an hour (financial planning services)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $250 (Develop a written plan with no further engagement)"
        ],
        "quotes": [
          "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"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 200.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        },
        {
          "kind": "flat",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "Develop a written plan with no further engagement"
        }
      ]
    },
    "quotes": [
      "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.",
      "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.",
      "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"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/paradigm-wealth-management-lincoln-ne-282055.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 319,
      "fewer_than_5": false,
      "raum": 58322983.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 27,
      "fewer_than_5": false,
      "raum": 48909740.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 8850000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": false,
      "raum": 252000.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282055",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}