Douglas Kuhlman
Paradigm Wealth Management · Westlake, Ohio
Douglas Kuhlman is a fee-only financial advisor at Paradigm Wealth Management in Westlake, Ohio. Douglas focuses on small business owners, founders (pre-exit) and family wealth transfer. Paradigm Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Paradigm Wealth Management |
|---|---|
| Based in | Westlake, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $563.4M across 500 accounts |
| SEC registration | Investment adviser representative in OH, TX · CRD 2761722 |
| Exams passed | Series 63 (1999) · Series 66 (2005) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.investpwm.com |
| Profile |
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Questions about Douglas
Is Douglas Kuhlman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Paradigm Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Douglas charge for financial advice?
Douglas's firm, Paradigm Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Douglas Kuhlman based?
Douglas Kuhlman is based in Westlake, Ohio.
What does Douglas specialize in?
Douglas's specialties include small business owners, founders (pre-exit) and family wealth transfer. Douglas works with ultra high net worth and multi-generational families.
Is Douglas Kuhlman registered with the SEC?
Yes. Douglas Kuhlman is registered as an investment adviser representative in OH and TX (CRD 2761722), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Paradigm Wealth Management manage?
Paradigm Wealth Management reports $563.4M across 500 accounts in assets under management.
How do I contact Douglas Kuhlman?
Through Douglas's website, www.investpwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Paradigm Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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