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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PARADIGM WEALTH MANAGEMENT

PARADIGM WEALTH MANAGEMENT, LLC, CRD 282055

LINCOLN, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:619cf8c8-ffbf-d2aa-18a5-fd7a0c602672

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 8
On other graphs: 0
Observed: Feb 25, 2019 to Sep 14, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.08 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $116MItem 5.F on the latest filing (2026-09-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $107M
Private client RAUM: $107MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $58.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 351
Individual clients: 319
High net worth clients: 27
Custody, client assets: $85.0M
SEC number: 801-114893
CRD: 282055
Filings on the tape: 24
First filed: Feb 25, 2019
Latest filed: Sep 14, 2026
Organised: Limited Liability Company, NE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANDREW WILLIAM POOL	Certified Financial Planner	LINCOLN, NE	10	26	1	no
Joshua Alan Hoppe	n/a	LINCOLN, NE	1	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LANGEMEIER, TRAVIS, N	MANAGING MEMBER	C	yes	02/2024	Feb 6, 2024	Nov 18, 2024
POOL, ANDREW, WILLIAM	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	yes	11/2015	Feb 25, 2019	Nov 18, 2024
ROSSI, ROBERT, J	SENIOR COMPLIANCE OFFICER	D	yes	08/2017	Feb 25, 2019	Nov 18, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 7 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 17, 2026	$116M	$107M	8	2	0	n/a	n/a
2024	Apr 15, 2025	$386M	$358M	8	5	1	n/a	n/a
2023	Feb 6, 2024	$309M	$288M	8	5	1	n/a	n/a
2022	Jan 12, 2023	$283M	$266M	8	5	0	n/a	n/a
2021	Feb 15, 2022	$306M	$286M	6	3	0	n/a	n/a
2020	Jan 25, 2021	$251M	$235M	6	3	0	n/a	n/a
2019	Feb 6, 2020	$199M	$187M	6	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	3	-3	150.0%	0	0	0	0	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$116M	$386M	-69.9%	$283M	-25.6%	8	8	0	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
R2 WEALTH MANAGEMENT PARTNERS	2	Mar 31, 2026	Dec 1, 2025	LINCOLN, NE	Team lift out	RIA to new firm	40.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ALPHASTAR CAPITAL MANAGEMENT	2	Jun 30, 2022	Jul 8, 2022	CORNELIUS, NC	Team lift out	RIA to RIA	2.1%

Relationships

Registered with (5)

← Joshua Alan HoppeAdvisorregistration: current employment
Jun 18, 2025 to presentfactForm ADV
← ANDREW WILLIAM POOLAdvisorregistration: current employment
Jan 7, 2016 to presentfactForm ADV
← ROBERT J ROSSIAdvisorregistration: previous registration
Feb 17, 2016 to Mar 31, 2026factForm ADV
← ANDREW CARROLL PETERSONAdvisorregistration: previous registration
Jul 8, 2022 to Mar 31, 2026factForm ADV
← TRAVIS N LANGEMEIERAdvisorregistration: previous registration
Jul 1, 2022 to Mar 31, 2026factForm ADV

Moved with (2)

→ R2 WEALTH MANAGEMENT PARTNERSRegistered adviser2 advisors, team lift out, same day
Mar 31, 2026 to Dec 1, 2025factForm ADV
← ALPHASTAR CAPITAL MANAGEMENTRegistered adviser2 advisors, team lift out
Jun 30, 2022 to Jul 8, 2022factForm ADV

Controls (3)

← POOL, ANDREW, WILLIAMOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 25, 2019 to Nov 18, 2024factForm ADV
← ROSSI, ROBERT, JOwnerSENIOR COMPLIANCE OFFICER, ownership code D, individual
Feb 25, 2019 to Nov 18, 2024factForm ADV
← LANGEMEIER, TRAVIS, NOwnerMANAGING MEMBER, ownership code C, individual
Feb 6, 2024 to Nov 18, 2024factForm ADV

Dated events

Occurred
Apr 17, 2026
Regulatory AUM changed
Paradigm Wealth Management reported RAUM $116.3M, down 72% from $421.2M (2026-01-28 to 2026-04-17)
Form ADVobserved 4 days ago
$-305M
Occurred
Mar 31, 2026
Team lift-out
2 advisors left Paradigm Wealth Management (Lincoln, NE) for R2 Wealth Management Partners on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Mar 31, 2026
Advisor changed firm
Travis N Langemeier left Paradigm Wealth Management for R2 Wealth Management Partners (registered 2025-12-01)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2026
Advisor changed firm
Robert J Rossi left Paradigm Wealth Management for R2 Wealth Management Partners (registered 2025-12-01)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2026
Advisor changed firm
Andrew Carroll Peterson left Paradigm Wealth Management for R2 Wealth Management Partners (registered 2025-12-01)
Form ADVobserved 4 days ago
Occurred
Feb 6, 2024
Control person joined
N Travis Langemeier (Managing Member) appeared on Schedule A of Paradigm Wealth Management
Form ADVobserved 4 days ago
Occurred
Jun 30, 2022
Team lift-out
2 advisors left Alphastar Capital Management (Cornelius, NC) for Paradigm Wealth Management within 7 days
Form ADVobserved 4 days ago
2 advisors
Occurred
Feb 25, 2019
First Form ADV filing
R2 Wealth Management Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:619cf8c8-ffbf-d2aa-18a5-fd7a0c602672
First observed: Feb 25, 2019
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PARADIGM WEALTH MANAGEMENT

PARADIGM WEALTH MANAGEMENT, LLC, CRD 282055

LINCOLN, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:619cf8c8-ffbf-d2aa-18a5-fd7a0c602672

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:35 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANDREW WILLIAM POOL

Certified Financial Planner

LINCOLN, NE

Joshua Alan Hoppe

n/a

LINCOLN, NE

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LANGEMEIER, TRAVIS, N

MANAGING MEMBER

yes

02/2024

Feb 6, 2024

Nov 18, 2024

POOL, ANDREW, WILLIAM

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

11/2015

Feb 25, 2019

Nov 18, 2024

ROSSI, ROBERT, J

SENIOR COMPLIANCE OFFICER

yes

08/2017

Feb 25, 2019

Nov 18, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 17, 2026

$116M

$107M

n/a

2024

Apr 15, 2025

$386M

$358M

n/a

2023

Feb 6, 2024

$309M

$288M

n/a

2022

Jan 12, 2023

$283M

$266M

n/a

2021

Feb 15, 2022

$306M

$286M

n/a

2020

Jan 25, 2021

$251M

$235M

n/a

2019

Feb 6, 2020

$199M

$187M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-3

150.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$116M

$386M

-69.9%

$283M

-25.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

R2 WEALTH MANAGEMENT PARTNERS

Mar 31, 2026

Dec 1, 2025

LINCOLN, NE

Team lift out

RIA to new firm

40.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ALPHASTAR CAPITAL MANAGEMENT

Jun 30, 2022

Jul 8, 2022

CORNELIUS, NC

Team lift out

RIA to RIA

2.1%