Paradigm Wealth Management, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 282055
· SEC file 801-114893
· Lincoln, NE
· WWW.FACEBOOK.COM
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ADV data as of Apr 17, 2026
- Regulatory AUM
- $116M
- Discretionary
- $107M
- Clients
- 351
- Avg AUM / client
- $331K
- Accounts
- 351
- Employees
- 8
AUM over time
$116M
$386M
Dec 2018
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 319 | $58.3M | 50.1% |
| High net worth individuals | 27 | $48.9M | 42.0% |
| Pension and profit sharing plans | 3 | $8.9M | 7.61% |
| Charitable organizations | 2 | $252K | 0.22% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew William Pool | Managing Member And Chief Compliance Officer | CFP | Nov 2015 (11y) | 75% or more |
| Robert J Rossi | Senior Compliance Officer | CFP Chartered Financial Consultant | Aug 2017 (9y) | 50% – 75% |
| Travis N Langemeier | Managing Member | Feb 2024 (3y) | 25% – 50% | |
| Joshua Alan Hoppe | Registered representative | Jun 2025 (1y) |
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) | 04/17/2026 | 917 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $101M (87% of AUM) Apr 2026
- Capital Group/American Funds $24.8M (8% of AUM) Jul 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Apr 17, 2026.
View current Form ADV (SEC/IAPD) ↗