Private Market View

PARAGON WEALTH MANAGEMENT

PE / buyout · PROVO, UT

AUM
Portfolio companies
Recorded deals
Last investment

Key facts

  • PARAGON WEALTH MANAGEMENT is a private equity firm based in PROVO, UT.

Registered with the SEC

Form ADV · 2026-03 · CRD 105962
Regulatory AUM
Private fund assets
$11.0M
Private funds
2 · 1 private equity, 1 other
Staff
5
Registered office
PROVO, UT
SEC status
Approved

Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as PARAGON CAPITAL MANAGEMENT INC).

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Portfolio

Portfolio — not yet on record

No portfolio companies for PARAGON WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.

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