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PARAGON PRIVATE WEALTH MANAGEMENT LLC
CRD 312817 · SEC 801-120682
300 WEST VINE STREET, SUITE 2201, LEXINGTON, KY, 40507, United States
Phone
859-300-3985
Fax
859-374-6270
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$457.9M
Discretionary AUM
$444.0M
Team
6 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 82 | $28.9M |
| High net worth individuals | 85 | $398.2M |
| State/municipal entities | 2 | $30.8M |
States served
CA, KY, LA, NE, TX, FL
All web addresses on file
Official SEC filing: View on IAPD