Paradigm Wealth Management, Llc
- Regulatory AUM
- $563M
- Discretionary
- $542M
- Clients
- 416
- Avg AUM / client
- $1.4M
- Accounts
- 500
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 245 | $66.0M | 11.7% |
| High net worth individuals | 171 | $483M | 85.8% |
| Charitable organizations | Fewer than 5 clients | $10.4M | 1.85% |
| Corporations and other businesses | Fewer than 5 clients | $3.8M | 0.68% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas Carl Kuhlman | Managing Member/Chief Compliance Officer | Oct 2008 (18y) | 75% or more | |
| Margaret Mary Quinn | Registered representative | CFP | Dec 2014 (12y) | |
| Marnie Renee Randel | Registered representative | CFP | Dec 2014 (12y) | |
| Gregory Steven Johnson | Registered representative | Sep 2023 (3y) | ||
| Kevin Vincent Cooney | Registered representative | Sep 2023 (3y) | ||
| Parker Taylor | Registered representative | Jun 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 942 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Other fees
- • SELECTION OF OTHER THIRD PARTY MONEY MANAGERS (ADVISORS)
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $452M (80% of AUM) Mar 2026
- Charles Schwab & Co. $112M (20% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗