# Paragon Private Wealth Management

Paragon Private Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/paragon-mgmt

## Regulatory record

- **CRD number:** 312817
- **SEC file number:** 801-120682
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312817

## About

Paragon Private Wealth Management LLC is an SEC-registered investment adviser in Lexington, KY, registered since 2021. The firm manages $458 million in assets, with $444 million on a discretionary basis. It has 6 employees and 2 investment advisers.

## Sectors

- Private Wealth Management
- Financial Services

## Questions

### Who runs investment decisions at Paragon Private Wealth Management?

Publicly available sources do not name specific principals or investment committee members at Paragon Private Wealth Management LLC. The firm is registered as a limited liability company, typical of RIA structures where ownership and decision-making reside with the managing members. Investors seeking this information should consult the firm's regulatory filings with the SEC or request it directly.

### How does Paragon Private Wealth Management source deal flow for clients?

The firm's sourcing methods are not publicly described. RIAs often rely on a mix of proprietary research, third-party fund platforms, and network referrals to identify investment opportunities. Without disclosed information, it is unclear whether Paragon leads direct deals, co-invests, or primarily allocates to external managers.

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Last updated: 2026-07-06T01:24:22.882Z

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