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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 7, 2023
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AGUILAR, IAN | I | PARTNER | NA | |
| AGUILAR, IAN | I | PARTNER | NA | |
| AGUILAR, IAN, MARCELLO | I | PARTNER | NA | |
| AGUILAR, IAN, MARCELLO | I | PARTNER | NA | |
| AGUILAR, IAN, MARCELLO | I | PARTNER | NA | |
| AGUILAR, IAN, MARCELLO | I | PARTNER | NA | |
| AGUILAR, IAN, MARCELLO | I | PARTNER | NA | |
| AGUILAR, IAN, MARCELLO | I | PARTNER | NA | |
| AGUILAR, IAN, MARCELLO | I | PARTNER | NA | |
| AGUILAR, IAN, MARCELLO | I | PARTNER | NA | |
| AGUILAR, IAN, MARCELLO | I | PARTNER | NA | |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER/CHIEF OPERATING OFFICER | NA | Control |
| CASTLE, JONATHAN, NEAL | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER | NA | Control |
| RASMUSSEN, KAREN, L | I | MEMBER | NA | |
| RASMUSSEN, KAREN, L | I | MEMBER | NA | |
| RASMUSSEN, KAREN, L | I | MEMBER | NA | |
| RASMUSSEN, KAREN, L | I | MEMBER | NA | |
| RASMUSSEN, KAREN, L | I | MEMBER | NA | |
| RASMUSSEN, KAREN, L | I | MEMBER | NA | |
| RASMUSSEN, KAREN, L | I | MEMBER | NA | |
| RASMUSSEN, KAREN, L | I | MEMBER | NA | |
| RASMUSSEN, KAREN, L | I | MEMBER | NA | |
| RASMUSSEN, KAREN, L | I | MEMBER | NA | |
| RASMUSSEN, KAREN, L | I | MEMBER | NA | |
| RASMUSSEN, KAREN, L | I | MEMBER | NA | |
| RASMUSSEN, KAREN, L | I | MEMBER | NA | |
| RASMUSSEN, KAREN, L | I | MEMBER | NA | |
| RASMUSSEN, KAREN, L | I | MEMBER | NA | |
| RASMUSSEN, KAREN, L | I | MEMBER | NA | |
| RASMUSSEN, KAREN, L | I | MEMBER | NA | |
| RASMUSSEN, KAREN, L | I | MEMBER | NA | |
| RASMUSSEN, KAREN, L | I | MEMBER | NA | |
| RASMUSSEN, KAREN, L | I | MEMBER | NA | |
| RASMUSSEN, KAREN, L | I | MEMBER | NA | |
| RASMUSSEN, KAREN, L | I | VP CLIENT RELATIONS | NA | |
| RASMUSSEN, KAREN, L | I | VP CLIENT RELATIONS | NA | |
| RASMUSSEN, KAREN, L | I | MEMBER | NA | |
| RASMUSSEN, KAREN, LYNN | I | VP CLIENT RELATIONS | NA | |
| RASMUSSEN, KAREN, LYNN | I | VP CLIENT RELATIONS | NA | |
| RASMUSSEN, KAREN, LYNN | I | VP CLIENT RELATIONS | NA | |
| RASMUSSEN, KAREN, LYNN | I | VP CLIENT RELATIONS | NA | |
| RASMUSSEN, KAREN, LYNN | I | VP CLIENT RELATIONS | NA | |
| RASMUSSEN, KAREN, LYNN | I | VP CLIENT RELATIONS | NA | |
| RASMUSSEN, KAREN, LYNN | I | VP CLIENT RELATIONS | NA | |
| RASMUSSEN, KAREN, LYNN | I | VP CLIENT RELATIONS | NA | |
| RASMUSSEN, KAREN, LYNN | I | VP CLIENT RELATIONS | NA | |
| SNIDER, SCOTT, WESLEY | I | PARTNER | NA | |
| SNIDER, SCOTT, WESLEY | I | PARTNER | NA | |
| SNIDER, SCOTT, WESLEY | I | PARTNER | NA | |
| SNIDER, SCOTT, WESLEY | I | PARTNER | NA | |
| SNIDER, SCOTT, WESLEY | I | PARTNER | NA | |
| SNIDER, SCOTT, WESLEY | I | PARTNER | NA | |
| SNIDER, SCOTT, WESLEY | I | PARTNER | NA | |
| SNIDER, SCOTT, WESLEY | I | PARTNER | NA | |
| SNIDER, SCOTT, WESLEY | I | PARTNER | NA | |
| SNIDER, SCOTT, WESLEY | I | PARTNER | NA | |
| SNIDER, SCOTT, WESLEY | I | PARTNER | NA | |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| CASTLE, JONATHAN, NEAL | I | MEMBER/MANAGER | D | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER/MANAGER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER/MANAGER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER/MANAGER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER/MANAGER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER/MANAGER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER/MANAGER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER/MANAGER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER/MANAGER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER/MANAGER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER/MANAGER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER/MANAGER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER/MANAGER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER/MANAGER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER/MANAGER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER/MANAGER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER/MANAGER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER/MANAGER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER/MANAGER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER/MANAGER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER/MANAGER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER/MANAGER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER/MANAGER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER/MANAGER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER/MANAGER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER/MANAGER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER/CHIEF OPERATING OFFICER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER/CHIEF OPERATING OFFICER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER/CHIEF OPERATING OFFICER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MEMBER/MANAGER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER/CHIEF OPERATING OFFICER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER/CHIEF OPERATING OFFICER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER/CHIEF OPERATING OFFICER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER/CHIEF OPERATING OFFICER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER/CHIEF OPERATING OFFICER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER/CHIEF OPERATING OFFICER | C | Control |
| ASH, MICHELLE, LYNNE | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER/CHIEF OPERATING OFFICER | C | Control |
| CASTLE, JONATHAN, NEAL | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER | C | Control |
| CASTLE, JONATHAN, NEAL | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER | C | Control |
| CASTLE, JONATHAN, NEAL | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER | C | Control |
| CASTLE, JONATHAN, NEAL | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER | C | Control |
| CASTLE, JONATHAN, NEAL | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER | C | Control |
| CASTLE, JONATHAN, NEAL | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER | C | Control |
| CASTLE, JONATHAN, NEAL | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER | C | Control |
| CASTLE, JONATHAN, NEAL | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER | C | Control |
| CASTLE, JONATHAN, NEAL | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER | C | Control |
| CASTLE, JONATHAN, NEAL | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER | C | Control |
Registrations
Federal
IA
Dec 7, 2023 REGISTERED
Notice Filings (11)
CA FL GA LA NC NH NV OH SC TX VA
Address
10245 CENTURION PKWY N.STE. 106
JACKSONVILLE, FL 32256
United States
Phone: 904-861-0093