Paragon Wealth Management

Asset Manager SEC-registered adviser

Legal name: Paragon Capital Management Inc

Provo, UT Website LinkedIn X

AUM

$153.4M
Regulatory AUM

Private funds

2
Other 1 · Private Equity 1

Private fund assets

$11.0M
Gross asset value

Employees

5

Last Form D raise

May 2018
Most recent fund filing

From SEC Form ADV filing (filed Mar 18, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

C
Catherine Young
Trustee, Forever Young Trust Ua 92421
Source: SEC Form ADV
D
David Young
President
Source: SEC Form ADV
N
Nathan White
Chief Compliance Officer/Chief Investment Officer
Source: SEC Form ADV

Funds(2)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Paragon Income Fund, L.P.Other$8.6M$6.2M11May 2018Cold
Paragon Private Strategies Fund, L.P.Private Equity$2.4M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
105962
SEC file number
801-45326
CIK
2038506

Sources