Paragon Wealth Management
Likely to Engage tag.Highly Engaged Employees

Finance · Utah, United States · 1-10 Employees

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Overview

Headquarters

3651 N 100 E Ste 275, Provo, Utah, 84604...

Phone Number

(801) 375-2500

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Paragon Wealth Management

Paragon Wealth Management is a registered investment advisor (RIA) in Utah that actively manages all types of traditional and retirement accounts such as IRA and 401(K) rollovers, and pensions and trusts. Paragon has received numerous awards such as the Best of State award in Investment Advisory Services in 2011, and the NABCAP Premier Advisor award in 2010. Paragon has also been recognized on several lists such as WealthManagerWeb's Top Wealth Manager's list in the U.S. in 2010 and others.Explore more
Paragon Wealth Management's Social MediaPopular SearchesParagon Wealth ManagementParagon Capital Management IncParagon Capital ManagementParagon Investments LLCParagon Income I Gp LLCSIC Code 62,628NAICS Code 52,523Show more

Paragon Wealth Management Org Chart

DY
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Founder & Chief Executive Officer

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NW
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Chief Investment Officer

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CO
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Financial Planner

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Financial Advisor

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PT
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Senior Financial Smsf Planner & Specialist & ...

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Compare Similar Companies to Paragon Wealth Management

Compare insights from companies similar to Paragon Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Paragon Wealth Management

<$5M
1-10
Private
-
1986
DY
David YoungFounder & CEO
$10.8M
11-50
Private
-
1995
$6.7M
11-50
Private
<$5M
2015
DE
Dan EstesPrincipal, Chief Compliance Officer
<$5M
11-50
Private
<$5M
1999
PP
Peter PellizzonManaging Director Chief Operating Officer Portfolio Manager
<$5M
11-50
Private
<$5M
2005
AM
Amy MarquisChief Operations Officer
<$5M
1-10
Private
-
2007
DR
Daniel RichmondAssociate Portfolio Manager
<$5M
1-10
Private
<$5M
1993
MB
Mallory BramerChief Compliance Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Paragon Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Paragon Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Paragon Wealth Management.

Paragon Wealth Management Tech Stack

A closer look at the technologies used by Paragon Wealth Management

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Frequently Asked Questions Regarding Paragon Wealth Management

What is Paragon Wealth Management's official website?
Paragon Wealth Management's official website is www.paragonwealth.com
What is Paragon Wealth Management's Revenue?
Paragon Wealth Management's revenue is <$5 Million
What is Paragon Wealth Management's SIC code?
Paragon Wealth Management's SIC: 62,628
What is Paragon Wealth Management's NAICS code?
Paragon Wealth Management's NAICS: 52,523
How many employees does Paragon Wealth Management have?
Paragon Wealth Management has 1-10 employees
What industry does Paragon Wealth Management belong to?
Paragon Wealth Management is in the industry of: Finance, Securities Trading
What is Paragon Wealth Management competition?
Paragon Wealth Management top competitors include: Pin Oak Charity Horse Show, IPS Strategic Capital, Frontwater Capital, Fi-Plan Partners
What technology does Paragon Wealth Management use?
Some of the popular technologies that Paragon Wealth Management uses are: GoDaddy DNS, Rackspace, Google Workspace, Gmail
How do I contact Paragon Wealth Management?
Paragon Wealth Management contact info: Phone number: (801) 375-2500 Website: www.paragonwealth.com
What does Paragon Wealth Management do?

Paragon Wealth Management is a registered investment advisor (RIA) in Utah that actively manages all types of traditional and retirement accounts such as IRA and 401(K) rollovers, and pensions and trusts. Paragon has received numerous awards such as the Best of State award in Investment Advisory Services in 2011, and the NABCAP Premier Advisor awar... d in 2010. Paragon has also been recognized on several lists such as WealthManagerWeb's Top Wealth Manager's list in the U.S. in 2010 and others.Read More

What are Paragon Wealth Management social media links?
Paragon Wealth Management Linkedin page Paragon Wealth Management Twitter page Paragon Wealth Management Facebook page
Is Paragon Wealth Management a public company?
Paragon Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Paragon Wealth Management

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