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Paradigm Wealth Management
Paradigm Wealth Management is an SEC-registered investment adviser in Lincoln, NE, registered since 2019. The firm manages $116 million in assets, $107 million...
Paradigm Wealth Management
Paradigm Wealth Management is an SEC-registered investment adviser in Lincoln, NE, registered since 2019. The firm manages $116 million in assets, $107 million on a discretionary basis. It has 8 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1994
Location
Region
North America
Country
United States
City
Lincoln
Corporate office
Chicago, IL, United States
Frequently asked questions
Is Paradigm Wealth Management a fiduciary?
As an SEC-registered investment adviser, Paradigm Wealth Management is bound by fiduciary duty under the Investment Advisers Act of 1940, meaning it must put client interests ahead of its own. This includes a duty of care, loyalty, and full disclosure of conflicts. The firm's regulatory filings and public representations consistently reference this fiduciary standard.
Who holds custody of client assets at Paradigm?
Paradigm, like most independent RIAs, does not self-custody. It uses a third-party qualified custodian — often a major platform such as Charles Schwab, Fidelity, or Pershing. This separation of management and custody provides an additional layer of client protection, and custodial statements flow directly to clients.
How is the firm compensated?
Paradigm operates on a fee-only model, collecting an advisory fee calculated as a percentage of assets under management. This structure is designed to minimize conflicts of interest by eliminating commissions. The firm does not sell proprietary products.
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