Paragon Wealth Management
Paragon Wealth Management is a private equity manager in Provo, UT. It is registered with the SEC as an investment adviser with $153.4M in regulatory assets and 5 staff.
Funds on file
0
Raised, all funds
None yet
Regulatory assets
$153.4M
Staff
5
Pension investors
None found
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$153.4M
Employees5
Clients149 individuals, 31 wealthy individuals, 2 pension plans, 2 private funds, 1 charity and 1 company.
Control personsNathan, Dale White, Catherine, Barton Young, David, Allen Young.
Private funds2 private funds holding $14.7M in gross assets.
Private funds it reports
FundTypeGross assets
Paragon Income Fund
Other
$11.3M
Paragon Private Strategies Fund
Private equity
$3.4M