Overview
Assets Under Management: $153 million
Headquarters: PROVO, UT
High-Net-Worth Clients: 31
Average Client Assets: $2.2 million
Frequently Asked Questions
PARAGON WEALTH MANAGEMENT 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 #105962), PARAGON WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
PARAGON WEALTH MANAGEMENT is headquartered in PROVO, UT.
PARAGON WEALTH MANAGEMENT serves 31 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, PARAGON WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
PARAGON WEALTH MANAGEMENT manages $153 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, PARAGON WEALTH MANAGEMENT serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.41%
Average Client Assets: $2.2 million
Total Client Accounts: 451
Discretionary Accounts: 427
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 105962
Filing ID: 2074354
Last Filing Date: 2026-03-18 15:28:48