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).

By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    418
    ACCOUNTS
  • Average Account Value
    $326,735
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
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
Kaneil Menlove
CRD#: 6264013
3651 North 100 East, Suite 275, Provo, UT 84604

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.

2
Nathan D. White
CRD#: 2786197
3651 North 100 East, Suite 275, Provo, UT 84604

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.

3
David A. Young
CRD#: 1503747
3651 North 100 East, Suite 275, Provo, UT 84604

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.

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