Overview
Assets Under Management: $283 million
Headquarters: LEXINGTON, KY
High-Net-Worth Clients: 66
Average Client Assets: $4 million
Frequently Asked Questions
PARAGON PRIVATE WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #312817), PARAGON PRIVATE WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
PARAGON PRIVATE WEALTH MANAGEMENT LLC is headquartered in LEXINGTON, KY.
PARAGON PRIVATE WEALTH MANAGEMENT LLC serves 66 high-net-worth clients according to their SEC filing dated March 25, 2024. View client details ↓
According to their SEC Form ADV, PARAGON PRIVATE WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PARAGON PRIVATE WEALTH MANAGEMENT LLC manages $283 million in client assets according to their SEC filing dated March 25, 2024.
According to their SEC Form ADV, PARAGON PRIVATE WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.19
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 630
Discretionary Accounts: 630
Regulatory Filings
CRD Number: 312817
Last Filing Date: 2024-03-25 00:00:00
Website: https://paragonmgmt.com