DBA: PARAGON WEALTH MANAGEMENT
| Total AUM | $153.4M |
| Discretionary | $146.0M95% of AUM |
| Non-Discretionary | $7.4M |
| Client Accounts | 451 |
| Avg Account Size | $340K |
| Employees | 5 |
| Peak AUM | $156.9MMar 2025 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $153M | 2.2% | +4.0% | +3.8% | |
| Discretionary AUM | $146M | ||||
| Total AUM | $153.4M |
| Discretionary | $146.0M |
| Employees | 5 |
| Client Accounts | 451 |
| Client Range | 51-100 |
Address
3651 NORTH 100 EAST
PROVO UT 84604-4557
Phone
801-375-2500
Filing History
52 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$146M
95.2% of AUM
Non-Discretionary
$7M
4.8% of AUM
Disc. mix ▲ 1.0pp vs 1 year ago
Custody
| +3.6% /yrover 25 yrs · 52 filings |
Total AUM
$153M
| 1.2% |
| +4.4% |
| +3.6% |
| Non-Disc. AUM | $7M | 18.5% | 4.0% | +8.9% |
| Total Accounts | 451 | +3.0% | +2.6% | +3.8% |
| Avg Account Size | $340,175.43 | 5.0% | +1.4% | 0.0% |
| Employees | 5 | 0.0% | +7.7% | +4.6% |
| AUM / Employee | $31M | 2.2% | 3.5% | 0.7% |
Client AUM Segments | |||||
| Wealth AUM | $131M | 2.8% | +5.8% | +5.7% | |
| Institutional AUM | $5M | +49.7% | +18.0% | +13.0% | |
| Fund / Pooled AUM | $17M | 7.8% | 9.2% | 7.3% | |
Client Count Segments | |||||
| HNW Clients | 149 | +9.6% | +7.2% | +6.1% | |
| Institutional | 4 | +33.3% | +26.0% | +14.9% | |
| Pooled / Fund | 2 | 0.0% | 0.0% | 0.0% | |
| Individuals | 31 | 0.0% | 3.0% | +2.1% | |