Paragon Wealth Management

Paragon Wealth Management is a alternative asset management company based in Provo, UT. They operate 1 private fund and have approximately $94.9 million in total assets under management (AUM). You can view more information on Paragon Wealth Management including private fund info, contact info, top management and executives, website, email addresses, and more below:

Contact Details for Paragon Wealth Management

Paragon Wealth Management
3651 North 100 East
Suite 275
Provo, UT 84604-4557
United States

Phone: 801-375-2500
Fax: 801-370-1111
Website: http://www.paragonwealth.com/

Overview of Paragon Wealth Management

Org. Type: Corporation

Registration Country: United States

0

SEC#: 801-45326

Org#: 105962

Legal Issues: No legal issues reported

Company Type: Other

Strategies/Sectors: Fund of Funds

Pooled Investments: 11-25 percent

Private Funds Managed(1): Paragon Private Strategies Fund Lp

Ownership/Leadership of Paragon Wealth Management

 

David Allen YoungPresident/Owner
Nathan Dale WhiteChief Compliance Officer/Chief Investment Officer

Paragon Wealth Management Key Stats and Charts

Discretionary AUM: $85 million

Paragon Wealth Management discretionary AUM

Rank: 3378 out of 6900 private fund companies

Total AUM: $95 million

Paragon Wealth Management total assets under management (AUM)

Rank: 3467 out of 6900 private fund companies

# of Accounts: 298

Paragon Wealth Management total client accounts

Rank: 466 out of 6900 private fund companies

Average Account Size: 318527.979866

Paragon Wealth Management average account size

Rank: 3697 out of 6900 private fund companies

# of Employees: 5

Paragon Wealth Management has 5 employees

Rank: 3031 out of 6900 private fund companies

# of Private Funds: 1

Paragon Wealth Management operates 1 private Other funds

Rank: 4524 out of 6900 private fund companies