PARAGON PRIVATE WEALTH MANAGEMENT LLC

Overview

Paragon Private Wealth Management LLC is an independent, SEC-registered RIA organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm charges both a percentage-of-AUM fee and fixed fees, and since registering in 2021 it has focused on financial planning, portfolio management for individuals and small businesses, and selecting third‑party advisers on clients’ behalf. Paragon identifies as an active ESG investor and manages a mix of discretionary and non‑discretionary relationships. Service delivery is oriented around personalized advice and outsourced manager selection rather than model-driven platform-only solutions. The firm’s owner structure is individual ownership and it positions itself to blend in‑house portfolio management with allocations to external managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives