Firm profile

PARAGON WEALTH MANAGEMENT

PROVO, UTCRD 105962Latest ADV March 18, 2026

Paragon Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Provo, UT. Its latest Form ADV filing, dated March 18, 2026, reports $153M in regulatory assets under management, 5 employees, and 451 accounts.

Assets Under Management
$153M
Employees
5
Offices
--
Total Clients
186
Primary office
PROVO, UT
3651 NORTH 100 EAST, SUITE 275, PROVO, UT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCONathan D. White
CIONathan D. White

Advisory services offered

5 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Hourly charges
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 80.1% of total clients.
Top client categories% of clientsClients
1
Individuals
80.1%
149
2
HNWI
16.7%
31
3
Pooled Investment Vehicles
1.1%
2
4
Pension Plans
1.1%
2
5
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$153Mas of March 18, 2026
Discretionary95.2%
$146M
95% of total RAUM95.2%
Non-discretionary4.8%
$7M
5% of total RAUM4.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$153M
Total Accounts451
10Y AUM Change+$58M (+61.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee37:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.