PARAGON WEALTH STRATEGIES, LLC.
CRD #146543 SEC #801-79640 JACKSONVILLE, FL 904-861-0093
SEC Registered
Total AUM
$456.3M
Discretionary
$446M
Employees
10
Clients
251
Accounts
1,501
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2023 | $456.3M | $446M | $10.3M | 10 | 2 |
| Mar 2023 | $456.3M | $446M | $10.3M | 10 | 2 |
| Mar 2023 | $456.3M | $446M | $10.3M | 10 | 2 |
| Jan 2023 | $530M | $521.2M | $8.9M | 10 | 3 |
| Nov 2022 | $530M | $521.2M | $8.9M | 10 | 3 |
| Jun 2022 | $530M | $521.2M | $8.9M | 10 | 3 |
| Apr 2022 | $530M | $521.2M | $8.9M | 10 | 3 |
| Mar 2022 | $530M | $521.2M | $8.9M | 10 | 3 |
| Jul 2021 | $467.7M | $450.1M | $17.6M | 10 | 5 |
| Mar 2021 | $467.7M | $450.1M | $17.6M | 10 | 5 |
| Mar 2021 | $467.7M | $450.1M | $17.6M | 10 | 5 |
| Jan 2021 | $320.8M | $308.9M | $11.9M | 10 | 0 |
| Dec 2020 | $320.8M | $308.9M | $11.9M | 10 | 0 |
| Nov 2020 | $320.8M | $308.9M | $11.9M | 10 | 0 |
| May 2020 | $320.8M | $308.9M | $11.9M | 8 | 0 |
| Mar 2020 | $320.8M | $308.9M | $11.9M | 8 | 0 |
| Jul 2019 | $293.9M | $283.2M | $10.7M | 7 | 0 |
| Feb 2019 | $271.6M | $270.7M | $824.3K | 6 | 0 |
| Aug 2018 | $241.5M | $237.1M | $4.4M | 6 | 0 |
| Jun 2018 | $241.5M | $237.1M | $4.4M | 6 | 0 |
| Feb 2018 | $226.5M | $225.6M | $892K | 5 | 0 |
| Sep 2017 | $201.7M | $200.9M | $853.8K | 5 | 200 |
| Jul 2017 | $197.6M | $196.7M | $839.1K | 5 | 200 |
| Mar 2017 | $176.2M | $175.5M | $767.3K | 6 | 200 |
| Nov 2016 | $143.3M | $141.9M | $1.4M | 5 | 200 |
| Feb 2016 | $143.3M | $141.9M | $1.4M | 7 | 200 |
| Oct 2015 | $148.6M | $147.6M | $942.1K | 7 | 200 |
| May 2015 | $147.5M | $145.7M | $1.8M | 6 | 200 |
| Feb 2015 | $138.5M | $136M | $2.4M | 6 | 200 |
| Sep 2014 | $126.4M | $124.7M | $1.6M | 5 | 200 |
| Apr 2014 | $111.7M | $110.2M | $1.5M | 5 | 200 |
| Mar 2012 | $79.2M | $76.7M | $2.5M | 1 | 160 |
| Feb 2012 | $72M | $70.5M | $1.6M | 1 | 160 |
| Feb 2012 | $73.5M | $70.5M | $3M | 1 | 160 |
| Jun 2011 | $72.1M | $69.1M | $2.9M | 5 | -- |
| Oct 2010 | $46.7M | $43.4M | $3.3M | 5 | -- |
| Jan 2010 | $46.7M | $43.4M | $3.3M | 5 | -- |
DateDec 2023
Total AUM$456.3M
Discretionary$446M
Non-Disc.$10.3M
Employees10
Clients2
DateMar 2023
Total AUM$456.3M
Discretionary$446M
Non-Disc.$10.3M
Employees10
Clients2
DateMar 2023
Total AUM$456.3M
Discretionary$446M
Non-Disc.$10.3M
Employees10
Clients2
DateJan 2023
Total AUM$530M
Discretionary$521.2M
Non-Disc.$8.9M
Employees10
Clients3
DateNov 2022
Total AUM$530M
Discretionary$521.2M
Non-Disc.$8.9M
Employees10
Clients3
DateJun 2022
Total AUM$530M
Discretionary$521.2M
Non-Disc.$8.9M
Employees10
Clients3
DateApr 2022
Total AUM$530M
Discretionary$521.2M
Non-Disc.$8.9M
Employees10
Clients3
DateMar 2022
Total AUM$530M
Discretionary$521.2M
Non-Disc.$8.9M
Employees10
Clients3
DateJul 2021
Total AUM$467.7M
Discretionary$450.1M
Non-Disc.$17.6M
Employees10
Clients5
DateMar 2021
Total AUM$467.7M
Discretionary$450.1M
Non-Disc.$17.6M
Employees10
Clients5
DateMar 2021
Total AUM$467.7M
Discretionary$450.1M
Non-Disc.$17.6M
Employees10
Clients5
DateJan 2021
Total AUM$320.8M
Discretionary$308.9M
Non-Disc.$11.9M
Employees10
Clients0
DateDec 2020
Total AUM$320.8M
Discretionary$308.9M
Non-Disc.$11.9M
Employees10
Clients0
DateNov 2020
Total AUM$320.8M
Discretionary$308.9M
Non-Disc.$11.9M
Employees10
Clients0
DateMay 2020
Total AUM$320.8M
Discretionary$308.9M
Non-Disc.$11.9M
Employees8
Clients0
DateMar 2020
Total AUM$320.8M
Discretionary$308.9M
Non-Disc.$11.9M
Employees8
Clients0
DateJul 2019
Total AUM$293.9M
Discretionary$283.2M
Non-Disc.$10.7M
Employees7
Clients0
DateFeb 2019
Total AUM$271.6M
Discretionary$270.7M
Non-Disc.$824.3K
Employees6
Clients0
DateAug 2018
Total AUM$241.5M
Discretionary$237.1M
Non-Disc.$4.4M
Employees6
Clients0
DateJun 2018
Total AUM$241.5M
Discretionary$237.1M
Non-Disc.$4.4M
Employees6
Clients0
DateFeb 2018
Total AUM$226.5M
Discretionary$225.6M
Non-Disc.$892K
Employees5
Clients0
DateSep 2017
Total AUM$201.7M
Discretionary$200.9M
Non-Disc.$853.8K
Employees5
Clients200
DateJul 2017
Total AUM$197.6M
Discretionary$196.7M
Non-Disc.$839.1K
Employees5
Clients200
DateMar 2017
Total AUM$176.2M
Discretionary$175.5M
Non-Disc.$767.3K
Employees6
Clients200
DateNov 2016
Total AUM$143.3M
Discretionary$141.9M
Non-Disc.$1.4M
Employees5
Clients200
DateFeb 2016
Total AUM$143.3M
Discretionary$141.9M
Non-Disc.$1.4M
Employees7
Clients200
DateOct 2015
Total AUM$148.6M
Discretionary$147.6M
Non-Disc.$942.1K
Employees7
Clients200
DateMay 2015
Total AUM$147.5M
Discretionary$145.7M
Non-Disc.$1.8M
Employees6
Clients200
DateFeb 2015
Total AUM$138.5M
Discretionary$136M
Non-Disc.$2.4M
Employees6
Clients200
DateSep 2014
Total AUM$126.4M
Discretionary$124.7M
Non-Disc.$1.6M
Employees5
Clients200
DateApr 2014
Total AUM$111.7M
Discretionary$110.2M
Non-Disc.$1.5M
Employees5
Clients200
DateMar 2012
Total AUM$79.2M
Discretionary$76.7M
Non-Disc.$2.5M
Employees1
Clients160
DateFeb 2012
Total AUM$72M
Discretionary$70.5M
Non-Disc.$1.6M
Employees1
Clients160
DateFeb 2012
Total AUM$73.5M
Discretionary$70.5M
Non-Disc.$3M
Employees1
Clients160
DateJun 2011
Total AUM$72.1M
Discretionary$69.1M
Non-Disc.$2.9M
Employees5
Clients--
DateOct 2010
Total AUM$46.7M
Discretionary$43.4M
Non-Disc.$3.3M
Employees5
Clients--
DateJan 2010
Total AUM$46.7M
Discretionary$43.4M
Non-Disc.$3.3M
Employees5
Clients--