Paragon Wealth Management

RIASEC Registered

Total AUM

$153M

Discretionary

$146M

95% of AUM

Avg account

$340K

Accounts

451

Employees

Advisory reps

Firm details

Headquarters: Provo, Utah
CRD number: 105962
Registered since: December 8, 1993
Website: www.paragonwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: HNWI45.41%
Individuals39.9%
Pooled Investment Vehicles11.15%
Pension & Profit Sharing Plans2.64%
Charitable Organizations0.71%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Paragon Wealth Management is an independent, privately held RIA organized as a corporation and registered with the SEC in 1993. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that also selects and oversees third‑party managers. Core advisory services include financial planning and portfolio management for individuals, small businesses, pooled investment vehicles and institutional clients, plus manager selection. Its fee arrangements span percentage of AUM, hourly billing and performance‑linked fees. Paragon is active as a sponsor/GP/managing member of pooled vehicles and was recognized by FA Magazine in 2020 on its Top RIA Firms list. The firm is not identified as an active ESG investor.