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 20 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 23 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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