Paradigm Asset Management,Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Paradigm Asset Management provides investment management and financial planning to individual clients and certain pension and profit‑sharing plans, delivering asset allocation plans and portfolio management services. As of December 31, 2025 the firm reported managing approximately $58.53 million of client assets on a nondiscretionary basis.
The firm’s investment approach centers on asset allocation using primarily no‑load or load‑waived mutual funds, with individual securities used on a limited basis, and employs both fundamental and technical analysis to construct long‑term plans. Accounts are managed on a largely nondiscretionary basis—clients may impose restrictions and receive quarterly custodian statements and written quarterly reports, while the firm’s sole investment representative monitors accounts daily and performs formal reviews at least quarterly with semiannual in‑person reviews available.
Compared with peers, Paradigm operates as a solo practitioner managing a substantial nondiscretionary book of business and charges advisory fees based on a percentage of assets under management rather than alternative fee models. The firm does not act as a private fund adviser but refers clients to third‑party real estate limited partnerships in which the firm’s principal co‑invests (no referral fees are received), and it discloses potential conflicts related to custodial relationships and fee‑deduction authority under its institutional custodian arrangements.
Client services
Expertise
Fee options
$500,000 - $999,999: 1.00% annually $1,000,000 - $1,999,999: 0.75% annually $2,000,000+: 0.50% annually
Account minimum: $500,000 Fee-only: Typical fees average 0.75% annually; equity mutual funds 0.75%, bond mutual funds 0.5%, individual equities 1%, individual bonds 0.5%, real estate mutual funds 0.75%
Main office
409 Washington Blvd
Marina Del Rey CA 90292
Advisors at this office
1
Most active in
California
Also doing business as
Paradigm Asset Management,Inc. · William Wennerberg,Cpa
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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