Paragon Wealth Management

RIASEC RegisteredEst. 1993

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 registered investment adviser that has been SEC-registered since 1993 and operates as a corporate entity with both domestic-entity and individual ownership. The firm positions itself as a capital allocator for individual, family and institutional clients and offers a mix of advisory services including financial planning, discretionary portfolio management across individuals, pooled vehicles and institutions, and selection of third‑party advisers. Paragon also sponsors and acts as a general partner/managing member for pooled investment vehicles it advises. The firm charges fees in multiple forms — traditional percentage-of-AUM arrangements plus hourly billing and performance-based fees — and does not list ESG investing as part of its active approach. Paragon received recognition in FA Magazine’s Top RIA Firms list in 2020.