| Name | Title | Ownership | Since |
|---|---|---|---|
| Catherine Elizabeth Salsman Control | Managing Member And Chief Compliance Officer | 25-50% | 2021 |
| Justin Alexander Sherman Control | Managing Member | 50-75% | 2021 |
| Mary Kathryn Lockwood Control | Chief Investment Officer | Under 5% | 2023 |
Paragon Private Wealth Management LLC reports $354.9 million in regulatory assets under management on its Form ADV.
Paragon Private Wealth Management LLC reports 6 employees.
Paragon Private Wealth Management LLC is based in Lexington, KY and has been SEC-registered since 2021.
Paragon Private Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 300 West Vine Street, Suite 2201, Lexington, KY 40507 |
| Phone | 859-300-3985 |
| Fax | 859-374-6270 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $336.5M |
| Non-discretionary | $18.4M |
| Total (RAUM) | $354.9M |