Paragon Wealth Management
Paragon Wealth Management (CRD# 105962) is a financial advisory firm headquartered in Provo, UT. They manage $136,575,024 in 418 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management137MILLION
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Total Number of Accounts418ACCOUNTS
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Average Account Value$326,735
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, LA, TX, UT
Kaneil Menlove (CRD# 6264013) is an Investment Advisor Representative working at Paragon Wealth Management in Provo, UT and has over 7 years of experience in the finance industry.
Nathan White (CRD# 2786197) is an Investment Advisor Representative working at Paragon Wealth Management in Provo, UT and has over 27 years of experience in the finance industry.
David Young (CRD# 1503747) is an Investment Advisor Representative working at Paragon Wealth Management in Provo, UT and has over 30 years of experience in the finance industry.