Paradigm Wealth Management, LLC

Paradigm Wealth Management, LLC (CRD# 148662) is a financial advisory firm headquartered in Westlake, OH. They manage $347,900,000 in 823 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
159 Crocker Park Blvd, Suite 100, Westlake, OH 44145
http://www.investpwm.com
By the Numbers
  • Total Assets Under Management
    348
    MILLION
  • Total Number of Accounts
    823
    ACCOUNTS
  • Average Account Value
    $422,722
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, IN, OH

Financial Advisors at Paradigm Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Kevin Cooney, financial advisor Westlake OH
Kevin V. Cooney
CRD#: 4950427
159 Crocker Park Blvd, Suite 100, Westlake, OH 44145

Kevin Cooney (CRD# 4950427) is an Investment Advisor Representative working at Paradigm Wealth Management, LLC in Westlake, OH and has over 16 years of experience in the finance industry.

2
Mark Fleming, financial advisor Oak Brook IL
Mark A. Fleming
CRD#: 5403100
1415 W 22nd St, Oak Brook, IL 60523

Mark Fleming (CRD# 5403100) is an Investment Advisor Representative working at Paradigm Wealth Management, LLC in Oak Brook, IL and has over 16 years of experience in the finance industry.

3
Gregory Johnson, financial advisor Westlake OH
Gregory S. Johnson
CRD#: 3166316
159 Crocker Park Blvd, Suite 100, Westlake, OH 44145

Gregory Johnson (CRD# 3166316) is an Investment Advisor Representative working at Paradigm Wealth Management, LLC in Westlake, OH and has over 25 years of experience in the finance industry.

4
Douglas Kuhlman, financial advisor Westlake OH
Douglas C. Kuhlman
CRD#: 2761722
159 Crocker Park Blvd, Suite 100, Westlake, OH 44145

Douglas Kuhlman (CRD# 2761722) is an Investment Advisor Representative working at Paradigm Wealth Management, LLC in Westlake, OH and has over 25 years of experience in the finance industry.

5
Margaret Quinn, financial advisor Chicago IL
Margaret M. Quinn
CRD#: 1132828
200 E Randolph, Suite 5100, Chicago, IL 60601

Margaret Quinn (CRD# 1132828) is an Investment Advisor Representative working at Paradigm Wealth Management, LLC in Chicago, IL and has over 37 years of experience in the finance industry.

6
Marnie Randel, financial advisor Westlake OH
Marnie R. Randel
CRD#: 6428658
159 Crocker Park Blvd, Suite 100, Westlake, OH 44145

Marnie Randel (CRD# 6428658) is an Investment Advisor Representative working at Paradigm Wealth Management, LLC in Westlake, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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