Paragon Wealth Management
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 105962
- SEC number
- 801-45326
- Firm type
- RIA
- Assets under management
- $153.4M as of Mar 18, 2026
- Website
- www.facebook.com/paragonwealthmanagement ↗
- Phone
- 801-375-2500
- Address
- 3651 North 100 East, Provo, UT, 84604-4557
Advisors at this firm
3 in our index · page 1 of 1
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Kaneil MenloveCRD 6264013 · Provo, UTIA Registered
-
Nathan Dale WhiteCRD 2786197 · Provo, UTIA Registered
-
David Allen YoungCRD 1503747 · Provo, UTIA Registered
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 105962 ↗
FINRA BrokerCheck record for firm CRD 105962 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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