PARAGON WEALTH MANAGEMENT

3651 North 100 East
Suite 275
Provo, Utah 84604-4557
Tel: 801-375-2500

About PARAGON WEALTH MANAGEMENT

PARAGON WEALTH MANAGEMENT, formally registered with the SEC as PARAGON WEALTH MANAGEMENT. The firm was established in 12/08/1993. They have over 1 offices throughout the country.

PARAGON WEALTH MANAGEMENT is a Provo, Utah based Financial Planning firm with nearly $156,415,896 assets under management, offering retirement planning & investment advisory services to 434 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105962
SEC#	801-45326
Assets Managed by Firm	$156,415,896
No. of Clients	434
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	434	$156,415,896
Individuals (other than high net worth individuals)	127	$50,407,041
High net worth individuals	33	$80,656,470
Pension and profit sharing plans	2	$4,487,427

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