Key facts
- PARAGON PRIVATE WEALTH MANAGEMENT LLC is a other based in LEXINGTON, KY.
- PARAGON PRIVATE WEALTH MANAGEMENT LLC reports $10.3M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 312817- Regulatory AUM
- $10.3M
- Private fund assets
- —
- Private funds
- —
- Staff
- 6
- Registered office
- LEXINGTON, KY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for PARAGON PRIVATE WEALTH MANAGEMENT LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is PARAGON PRIVATE WEALTH MANAGEMENT LLC's AUM?
- PARAGON PRIVATE WEALTH MANAGEMENT LLC manages approximately $10.3M in assets.