CRD: 312817
Paragon Private Wealth Management LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2021
- Office Locations
- 1
Office Locations
About Paragon Private Wealth Management LLC
Paragon Private Wealth Management (Lexington, KY) provides private wealth and investment management alongside family office services that coordinate bookkeeping, insurance, accounting, tax, and legal needs. The firm highlights a dedicated focus on athletes and entertainers, and its managed portfolios are ETF-heavy per public filings. Custody includes Charles Schwab, supporting both retail and institutional relationships.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Justin Alexander Sherman
Account Manager, Managing Member
- CRD
- --
- Ownership
- 50% but less than 75%
CATHERINE ELIZABETH SALSMAN
Chief Compliance Officer, Managing Member, Managing Partner, WEALTH ADVISOR
- CRD
- #3075121
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
Emily Margaret Johns
Director
- CRD
- #6707043
Dylan T Jones
Intern
- CRD
- #7816672
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $444,001,299 | $633,383 |
| Non-Discretionary | $13,883,619 | $1,388,362 |
| Total | $457,884,918 | $644,001 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing