PP
PARAGON PRIVATE WEALTH MANAGEMENT LLC
SEC RegisteredLEXINGTON, KYhttps://paragonmgmt.com859-300-3985
Assets Under Management
$100M–$500M
Employees
6
Office Locations
2 offices
Total Accounts
711
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 82 | $29M |
| High Net Worth Individuals | 85 | $398M |
0 total clients reported on Form ADV.
Leadership
Justin Alexander Sherman
MANAGING MEMBER
Catherine Elizabeth Salsman
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
Office locations
2 offices in 1 state
KY
LEXINGTONHQ
Regulatory & compliance
CRD number
#312817
SEC Number
801-120682
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
paragonmgmt.comPhone
859-300-3985Find an advisor that fits
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Editorial disclosure
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.