Investment adviser · CRD 146543
PARAGON WEALTH STRATEGIES, LLC.
Investment adviser filing (IA)
JACKSONVILLE, FL, United States · Form ADV filed Dec 7, 2023
- Regulatory AUM
- $456M Form ADV · Item 5.F
- Client accounts
- 1,501 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 146 | $318,726,525 | 69.9% |
| Individuals | 282 | $137,104,863 | 30.0% |
| Corporations & businesses | Fewer than 5 | $466,624 | 0.1% |
Filing source
Form ADV 1803537 · Dec 7, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 7, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
10245 CENTURION PKWY N., STE. 106JACKSONVILLE, FL, 32256, United States
CRD 146543
Filing source
Form ADV 1803537 · Dec 7, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.