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 |
0 total clients reported on Form ADV.
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
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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.