Paragon Private Wealth Management LLC
SEC RegisteredServing You and Your Family
About the firm
Paragon builds trusted fiduciary relationships to help clients grow and manage their wealth through disciplined wealth and investment management, private wealth services, and family office services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private wealth services including wealth and investment management, retirement planning, and legacy planning; family office services including bookkeeping, insurance, accounting, tax, and legal services coordination; and financial services tailored for athletes.
Who they serve
Individuals & Families, Athletes, and Municipalities
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 82 | $29M |
| High Net Worth Individuals | 85 | $398M |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Paragon Private Wealth Management LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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