Paradigm Wealth Management, LLC

Paradigm Wealth Management, LLC is a registered investment adviser based in Westlake, Ohio, providing services since 2008. The firm offers both discretionary and non-discretionary portfolio management services tailored to clients' needs and investment objectives. Clients can grant discretionary authority for account management, allowing the firm to make transactions without prior approval. Financial planning services are also available, involving comprehensive analysis and goal-setting. The firm uses a third-party platform, Pontera, for participant account management with discretion, aiming to improve account performance over time. Paradigm primarily advises on certificates of deposit, municipal securities, equities, mutual funds, ETFs, REITs, and options contracts. The firm manages $453,584,649 in client assets on a discretionary basis and $22,043,463 on a non-discretionary basis as of December 31, 2024. Fees for portfolio management services are based on a percentage of assets under management, with no minimum initial investment required. Financial planning services are charged at an hourly rate of $200. The firm does not accept performance-based fees or engage in side-by-side management. Clients include individuals, high net worth individuals, and charitable organizations, with no minimum account size required. Paradigm utilizes various methods of analysis and investment strategies, including charting analysis, technical analysis, fundamental analysis, cyclical analysis, and modern portfolio theory. The firm does not have any disciplinary information to report and does not receive compensation for client referrals. Clients have the option to direct brokerage services through Fidelity Brokerage Services, LLC or Charles Schwab & Co., Inc. Paradigm does not vote proxies on behalf of clients and does not take physical custody of client funds or securities. The firm is committed to protecting client privacy and maintaining the security of personal information. In the event of a trade error, the firm will take corrective actions to restore the account. Paradigm Wealth Management does not determine eligibility for class action lawsuits on behalf of clients.