Paragon Private Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lexington, KY. Its latest Form ADV filing, dated March 19, 2026, reports $458M in regulatory assets under management, 6 employees, 1 office, and 711 accounts.
Assets Under Management
$458M
Employees
6
Offices
1 office
Total Clients
169
Primary office
LEXINGTON, KY
300 WEST VINE STREET, SUITE 2201, LEXINGTON, KY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.3% of total clients.
Top client categories% of clientsClients
1
HNWI
50.3%
85
2
Individuals
48.5%
82
3
Government
1.2%
2
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$458Mas of March 19, 2026
Discretionary97.0%
$444M
97% of total RAUM97.0%
Non-discretionary3.0%
$14M
3% of total RAUM3.0%
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.
Total AUM$458M
Total Accounts711
10Y AUM Change+$458M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee28:1
10Y Employee Change+2 (+50.0%)
* 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.