Paragon Private Wealth Management LLC
Paragon Private Wealth Management LLC is an SEC-registered wealth manager in Lexington, KY with $457.9M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Paragon Private Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312817, SEC 801-120682, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $457.9M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Lexington, KY
- Employees
- 6
- Clients
- 169
- CRD
- 312817
- Ownership
- LOCKWOOD, MARY, KATHRYN; Sherman, Justin, Alexander; SALSMAN, CATHERINE, ELIZABETH
How much AUM does Paragon Private Wealth Management LLC have?
Paragon Private Wealth Management LLC reported $457.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Paragon Private Wealth Management LLC?
Disclosed owners and executives of Paragon Private Wealth Management LLC include LOCKWOOD, MARY, KATHRYN, Sherman, Justin, Alexander, SALSMAN, CATHERINE, ELIZABETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.