Paragon Wealth Management
Paragon Wealth Management is an SEC-registered mass-market adviser in Provo, UT with $153.4M assets under management (AUM, regulatory AUM), -2% over one year. See who owns Paragon Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105962, SEC 801-45326, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $153.4M (2026-03-18)
- Firm type
- Mass-Market Adviser
- Location
- Provo, UT
- Employees
- 5
- Clients
- 186
- CRD
- 105962
- Ownership
- YOUNG, DAVID, ALLEN; MURCHISON, MELISSA, DENISE; EDWARDS, BYRON, CLYDE; WHITE, NATHAN, DALE; FERRELL, JONATHAN, NEIL
How much AUM does Paragon Wealth Management have?
Paragon Wealth Management reported $153.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Paragon Wealth Management?
Disclosed owners and executives of Paragon Wealth Management include YOUNG, DAVID, ALLEN, MURCHISON, MELISSA, DENISE, EDWARDS, BYRON, CLYDE, WHITE, NATHAN, DALE, FERRELL, JONATHAN, NEIL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.