Paragon Wealth Management

$153.4MAssets under management
as of Mar 2026 · SEC Form ADV
Provo, UT
Visit website
3 people on Advicer connected to this.

Tech stack

No one at Paragon Wealth Management has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Paragon Wealth Management's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $136M held · filed Mar 2024
Proposal Generation/Sales Enablement