Paragon Wealth Management

Paragon Wealth Management (CRD# 105962) is a financial advisory firm headquartered in Provo, UT. They manage $92,201,872 in 346 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    346
    ACCOUNTS
  • Average Account Value
    $266,479
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, LA, TX, UT

Financial Advisors at Paragon Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Nathan D. White
CRD#: 2786197
3651 North 100 East, Suite 275, Provo, UT 84604
96
Wealthminder
score

Nathan White (CRD# 2786197) is an Investment Advisor Representative working at Paragon Wealth Management in Provo, UT and has over 21 years of experience in the finance industry.

2
David A. Young
CRD#: 1503747
3651 North 100 East, Suite 275, Provo, UT 84604
93
Wealthminder
score

David Young (CRD# 1503747) is an Investment Advisor Representative working at Paragon Wealth Management in Provo, UT and has over 24 years of experience in the finance industry.

3
Kaneil Menlove
CRD#: 6264013
3651 North 100 East, Suite 275, Provo, UT 84604
87
Wealthminder
score

Kaneil Menlove (CRD# 6264013) is an Investment Advisor Representative working at Paragon Wealth Management in Provo, UT and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.