PARAGON PRIVATE WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$457,884,918
Discretionary
$444,001,299
Non-discretionary
$13,883,619
Firm details
- CRD number
- 312817
- SEC file number
- 801-120682
- Main office
- LEXINGTON, KY, United States
- Employees
- 6
- SEC status
- Approved
- Website
- https://www.paragonmgmt.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.