PARAGON PRIVATE WEALTH MANAGEMENT LLC
CRD #312817 SEC #801-120682 LEXINGTON, KY 859-300-3985
SEC Registered
Total AUM
$354.9M
Discretionary
$336.5M
Employees
6
Clients
51
Accounts
684
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $354.9M | $336.5M | $18.4M | 6 | 0 |
| Mar 2024 | $283M | $283M | $0 | 5 | 0 |
| Mar 2023 | $184.8M | $184.8M | $0 | 4 | 0 |
| Oct 2022 | $181.8M | $181.8M | $0 | 3 | 0 |
| Aug 2022 | $181.8M | $181.8M | $0 | 3 | 0 |
| Mar 2022 | $181.8M | $181.8M | $0 | 3 | 0 |
| Jul 2021 | $160.2M | $160.2M | $0 | 3 | 0 |
| Apr 2021 | $0 | $0 | $0 | 3 | 0 |
| Mar 2021 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$354.9M
Discretionary$336.5M
Non-Disc.$18.4M
Employees6
Clients0
DateMar 2024
Total AUM$283M
Discretionary$283M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$184.8M
Discretionary$184.8M
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees3
Clients0
DateAug 2022
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees3
Clients0
DateJul 2021
Total AUM$160.2M
Discretionary$160.2M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0