Paragon Wealth Management

Overview

Paragon Wealth Management is an SEC registered investment adviser based in Provo, UT, registered since 1993. It reports $153M in assets under management across 451 accounts, with 5 employees. It has 3 investment adviser representatives.

Reported AUM

$153M

Discretionary

95%

Accounts

451

Average account

$34K

Employees

5

Advisory reps

3

Registered since

1993

Jurisdictions

4

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 2 of 2

• David Allen Young President CRD 1503747
• Nathan Dale White Chief Compliance Officer, Chief Investment Officer CRD 2786197

Advisory reps 3 of 3

• Kaneil Menlove Investment Adviser Rep CRD 6264013
• Nathan Dale White Investment Adviser Rep CRD 2786197
• David Allen Young Investment Adviser Rep CRD 1503747

Location

Headquarters

3651 N 100 E Ste 275
Provo, UT 84604

County

Utah

Metro area

Provo-Orem, UT

Region

West

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: paragonwealth.com

Every state, with registration dates

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