# Paradigm Wealth Management

Paradigm Wealth Management is a Bank / Wealth / Trust based in Lincoln, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lincoln, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** https://www.midwestventurefund.com
- **LinkedIn:** https://www.linkedin.com/company/paradigm-wealth-denver

## Regulatory record

- **CRD number:** 282055
- **SEC file number:** 801-114893
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282055

## About

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.

## 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.

## Related profiles

- [Paradigm Capital](https://altss.com/profile/paradigm-capital)
- [Paragon Wealth Management](https://altss.com/profile/paragon-wealth-management)

---

Last updated: 2026-08-10T19:36:47.593Z

Canonical page: https://altss.com/profile/paradigm-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology