What departments does Paradigm Wealth Management, LLC have?

Paradigm Wealth Management, LLC has employees across 2 departments including Accounting, Banking.

What is the largest department at Paradigm Wealth Management, LLC?

The largest department at Paradigm Wealth Management, LLC is Accounting with 1 employees.

Where are Paradigm Wealth Management, LLC employees located globally?

Paradigm Wealth Management, LLC has employees across 2 continents and 2 countries including India, United States Of America.

How has Paradigm Wealth Management, LLC's team size changed over time?

Paradigm Wealth Management, LLC's team has grown from approximately 6 to 7 employees based on available data.

Paradigm Wealth Management, LLC Employee Directory

Financial ServicesOhio, United States11-50 Employees

Paradigm Wealth Management, LLC operates in the financial services sector as a fee-only registered investment adviser (RIA). Based in Cleveland, Ohio, the firm emphasizes holistic, client-centered wealth management, coordinating with clients’ estate attorneys and CPAs to provide synchronized guidance and avoiding affiliations with broker-dealers to maintain independence. Its approach centers on collaborative investment policy statements, regular meetings with clients and their families, and diversified portfolios constructed through concepts from modern portfolio theory, with allocation across cash, fixed income, equities, and alternatives, while prioritizing cost efficiency, tax efficiency, and prudent risk–return trade-offs. The firm serves individuals and families seeking organized, long-term financial planning and investment management, aiming to simplify complex finances and align investment decisions with stated goals and needs.

Paradigm Wealth Management, LLC Global Highlights

North America
16

United States Of America
16

Asia
1

India
1

Paradigm Wealth Management, LLC's Leadership

K. C.
Vice President
Mobile Phone
Email
P. N.
Managing Director
Mobile Phone
Email
R. J.
Customer Account Specialist
Mobile Phone
Email
P. Q.
Financial Advisor
Mobile Phone
Email

Paradigm Wealth Management, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Other

Contact profiles from Paradigm Wealth Management, LLC

Name

Title

Contact

Location

Last Update

K. C.
Vice President
Mobile Phone
Email
Oct 21, 2024
P. N.
Managing Director
Mobile Phone
Email
AustraliaVictoria
Aug 27, 2026
R. J.
Customer Account Specialist
Mobile Phone
Email
Jun 29, 2026
P. Q.
Financial Advisor
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is Paradigm Wealth Management, LLC known for?

Paradigm Wealth Management, LLC was founded in 2008 operates in the Financial Services industry. Explore Paradigm Wealth Management, LLC's company overview page for more information.

What is Paradigm Wealth Management, LLC's most common email format?

Paradigm Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Paradigm Wealth Management, LLC email formats with LeadIQ.

How many employees does Paradigm Wealth Management, LLC have currently?

Paradigm Wealth Management, LLC has approximately 11 employees as of August 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Paradigm Wealth Management, LLC's key employees and leadership?

As of August 2026, Paradigm Wealth Management, LLC's key employees include:

Vice President: K. C.
Managing Director: P. N.
Customer Account Specialist: R. J.
Financial Advisor: P. Q.

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Paradigm Wealth Management, LLC Employee Directory

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