RIA Intel›Advisers›Kentucky›PARAGON PRIVATE WEALTH MANAGEMENT LLC

PARAGON PRIVATE WEALTH MANAGEMENT LLC

Advisory

N·LEXINGTON, KY

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM
$458M
1-Year AUM Growth
+53.2%
3-Year CAGR
+15.3%
Employees
2
Assets Under Management
Total AUM$458M
Discretionary AUM$444M
Non-Discretionary AUM$14M
Discretionary %97%
Total Clients160
Team
Total Employees2
Investment Advisers6
Employee Growth (1Y)+50.0%
Filing History
Total Filings on Record8
First FilingMar 2, 2021
Latest FilingMar 19, 2026
🔒 Full AUM trend chart and 8 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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