RIA Intel›Advisers›Florida›PARAGON WEALTH STRATEGIES, LLC.

PARAGON WEALTH STRATEGIES, LLC.

Advisory

N·JACKSONVILLE, FL

Data as of Dec 7, 2023 · Source: SEC Form ADV

Total AUM

$456M

1-Year AUM Growth

-13.9%

3-Year CAGR

+12.5%

Employees

8

Assets Under Management

Total AUM$456M

Discretionary AUM$446M

Non-Discretionary AUM$10M

Discretionary %97.8%

Total Clients—

Team

Total Employees8

Investment Advisers10

Employee Growth (1Y)—

Filing History

Total Filings on Record46

First FilingMay 1, 2008

Latest FilingDec 7, 2023

🔒 Full AUM trend chart and 46 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PARAGON WEALTH STRATEGIES, LLC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.