Paradigm Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars. Financial planning was provided to 26–50 clients last fiscal year.
Paradigm Wealth Management reports 416 clients. They include 245 individual clients and 171 high-net-worth individuals. Of its assets, 96.2% ($542M across 490 accounts) are managed with discretion; $21.5M across 10 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 12% |
| High-net-worth individuals | 41% | 86% |
| Charitable organizations | Fewer than 5 | 2% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 245 | $66M | 11.7% | $270K |
| High-net-worth individuals | 171 | $483M | 85.8% | $2.83M |
| Charitable organizations | Fewer than 5 | $10.4M | 1.8% | — |
| Corporations and other businesses | Fewer than 5 | $3.84M | 0.7% | — |
| Total | 416 | $563M | 100% | — |
- Clients
- 245
- Regulatory AUM
- $66M
- AUM share
- 11.7%
- Avg. per client
- $270K
- Clients
- 171
- Regulatory AUM
- $483M
- AUM share
- 85.8%
- Avg. per client
- $2.83M
- Clients
- Fewer than 5
- Regulatory AUM
- $10.4M
- AUM share
- 1.8%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $3.84M
- AUM share
- 0.7%
- Avg. per client
- —
Total
- Clients
- 416
- Regulatory AUM
- $563M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Paradigm Wealth Management charges 0.30%–1.00% a year for its Portfolio management services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is billed at an hourly rate of $200, negotiable, with $500 requested in advance; the initial consultation is complimentary.
Douglas Kuhlman owns 75% or more of Paradigm Wealth Management. The leadership team of Paradigm Wealth Management includes Chief Compliance Officer Douglas Kuhlman. It has 7 employees, 6 of them in advisory roles.
Leadership
- Douglas KuhlmanManaging Member/Chief Compliance Officer
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- Kevin Vincent Cooney
- Gregory Steven Johnson
- Douglas Carl Kuhlman
- Margaret Mary Quinn
- Marnie Renee Randel
- Parker Taylor
Staff
- 7 employees
- 6 in advisory functions
- 6 state-registered reps
- 2 insurance agents
- Owns 75% or more of Paradigm Wealth Management, LLC
Douglas Kuhlman
Control person · since October 2008
Paradigm Wealth Management’s regulatory assets grew 2.2× from $258M (January 2021) to $563M (March 2026); clients rose from 145 to 416 and employees from 3 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $563M | 416 | 7 | 3 |
| May 2025 | $476M | 366 | 7 | 3 |
| February 2024 | $348M | 245 | 7 | 3 |
| February 2023 | $261M | 166 | 4 | 2 |
| March 2022 | $287M | 157 | 4 | 2 |
| January 2021 | $258M | 145 | 3 | 3 |
Besides its headquarters, Paradigm Wealth Management has 2 offices, with 3 listed addresses in Illinois and Ohio.
Illinois · 2 listed addresses
- 200 East Randolph Street, Chicago
- 1415 West 22nd Street, Oakbrook
Ohio · 1 listed address
- 159 Crocker Park BLVD, Suite 100, WestlakeHQ
Contact and registration details
- Legal name
- Paradigm Wealth Management, LLC
- Headquarters
- 159 Crocker Park BLVD, Suite 100, Westlake, OH 44145-8147
- Website
- investpwm.com
- Phone
- 440-892-5900
- SEC file
- 801-69719
- Founded
- 2008
- Structure
- Ohio LLC
- Fiscal year end
- December
Paradigm Wealth Management uses Fidelity ($452M, 80%) and Charles Schwab ($112M, 20%) as custodians for its separately managed accounts. Paradigm Wealth Management does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $452M80%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $112M20%
At year end, Paradigm Wealth Management’s separately managed accounts were mostly in funds (63%) and bonds (16%).
What the accounts hold
- Stocks15%
- Funds63%
- Bonds16%
- Investment grade corporate bonds10%
- State and local bonds6%
- Cash6%
How many clients does Paradigm Wealth Management have?
Paradigm Wealth Management has 416 clients and manages $563 million for them, as of March 2026. They include 245 individual clients and 171 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 March 2026
What services does Paradigm Wealth Management offer?
Paradigm Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Paradigm Wealth Management charge?
Paradigm Wealth Management charges 0.30%–1.00% a year for its Portfolio management services. The fee is billed in arrears and is negotiable.
Source: ADV PART 2A PARADIGM WEALTH MANAGEMENT LLC, filed 9 March 2026
Which custodians does Paradigm Wealth Management use?
Paradigm Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $452M and Charles Schwab & Co., Inc. (Westlake, TX), with $112M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 March 2026
How many financial advisors does Paradigm Wealth Management have?
Paradigm Wealth Management has 6 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Paradigm Wealth Management invest in?
At the end of its last fiscal year, Paradigm Wealth Management’s separately managed accounts held 63% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 10% investment grade corporate bonds, 6% state and local bonds and 6% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Paradigm Wealth Management?
Paradigm Wealth Management’s direct owner is Douglas Kuhlman (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 March 2026
How does Paradigm Wealth Management get paid?
Paradigm Wealth Management is paid through a percentage of assets under management, hourly charges and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Paradigm Wealth Management?
Paradigm Wealth Management’s main office is at 159 Crocker Park BLVD, Suite 100, Westlake, OH 44145-8147. Its phone number is 440-892-5900. Its website is investpwm.com.