# Paradigm Wealth Management

> 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.

- CRD: 282055
- Filed as: PARADIGM WEALTH MANAGEMENT
- Legal name: Paradigm Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lincoln, NE
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282055
- AdvisorCensus page: https://advisorcensus.com/firm/paradigm-wealth-management-lincoln-ne-282055

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 17, 2026)

- Account minimum: None

> 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)

> 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 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $116,334,723
- Discretionary: $107,484,723
- Non-discretionary: $8,850,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 319 | $58,322,983 |
| High net worth individuals | 27 | $48,909,740 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $8,850,000 |
| Charitable organizations | 2 | $252,000 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 8 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IA, IL, KS, MO, NC, NE, NV, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Lincoln, NE

### Websites listed on Form ADV (Item 1.I)
- pwmlincoln.com
- Facebook @R2WEALTHMANAGEMENTPARTNERS
- LinkedIn @R2WEALTHMANAGEMENTPARTNERS
- LinkedIn @andrewpoolcfp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $250,800,161 | 6 | January 25, 2021 |
| October 2022 | $306,052,826 | 8 | July 14, 2022 |
| October 2023 | $282,562,801 | 8 | January 12, 2023 |
| October 2024 | $308,614,001 | 8 | February 6, 2024 |
| October 2025 | $386,182,129 | 8 | June 30, 2025 |
| October 2026 | $116,334,723 | 8 | September 14, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Paradigm Wealth Management (CRD 282055): Form ADV filing data as of October 2026.