Paradigm Wealth Management, LLC

CRD 148662 · Westlake, OH · $563.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 148662
SEC number: 801-69719
Firm type: RIA
Assets under management: $563.4M as of Mar 9, 2026
Website: www.investpwm.com ↗
Phone: 440-892-5900
Address: 159 Crocker Park Blvd, Westlake, OH, 44145-8147

Advisors at this firm

6 in our index · page 1 of 1

Kevin Vincent CooneyCRD 4950427 · Michigan City, IN

IA RegisteredRegistration inactive
Gregory Steven JohnsonCRD 3166316 · Oak Brook, IL

IA RegisteredRegistration inactive
Douglas Carl KuhlmanCRD 2761722 · Westlake, OH

IA Registered
Margaret Mary QuinnCRD 1132828 · Chicago, IL

IA Registered
Marnie Renee RandelCRD 6428658 · Westlake, OH

IA Registered
Parker TaylorCRD 7977517 · Chicago, IL

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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