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- Custodian
- Charles Schwab & Company · JP Morgan · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- ZenithFusion peak
- Established Date
- 11-26-1993
- Office Locations
- 1
Office Locations
About Paragon Wealth Management
Paragon Wealth Management is a Provo, UT registered investment adviser providing fiduciary portfolio management and goal-based planning for individual investors. The firm emphasizes risk profiling (including a Nitrogen/Riskalyze “risk number” questionnaire) and highlights its “Top Flight Portfolio” with published performance disclosures. Portfolios primarily use ETFs and public funds, with Schwab among its custodians.
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Owner & Executives
NATHAN DALE WHITE
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Founder
- CRD
- #2786197
- Ownership
- Less than 5%
DAVID ALLEN YOUNG
Chief Executive Officer, Founder, President
- CRD
- #1503747
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KANEIL MENLOVE
Chief Executive Officer, Founder
- CRD
- #6264013
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,996,888 | $341,913 |
| Non-Discretionary | $7,422,231 | $309,260 |
| Total | $153,419,119 | $340,175 |
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Separately Managed Accounts
Total SMA Asset: $136,311,545
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $769,944,805 | 18.1% |
| Public Funds | $1,322,943,837 | 31.1% |
| Cash | $1,412,274,450 | 33.2% |
| U.S. Government/Agency | $748,675,612 | 17.6% |
| Total | $4,253,838,704 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE FOUNDATION SIGNAL | PIONEER RIDGE | 6HP4TYJIL | KNK | 3.30% | $112,447,433 |
| NORTH EAGLE | VECTOR GLACIER | 70XS3FXBJ | UGT | 3.95% | $24,059,772 |
| SUMMIT LEGACY | ELEMENT VALUE | WQCYKF39A | BTHH | 4.89% | $81,825,885 |
| ELEMENT OAK | PRIME FUSION | U0EWLQ3DG | YWMK | 4.55% | $14,960,518 |
| VALUE ZENITH LEGACY | ELEMENT HARBOR | BKJP2FXEJ | OKXOJ | 11.09% | $55,127,119 |
| MATRIX TIMBER CATALYST | BEACON BRIDGE | LQJKKJ4V4 | UDY | 5.60% | $104,602,179 |
| BRIDGE MERIDIAN | QUANTUM EMBER | 9H1Y9IB0H | BUOE | 9.33% | $72,613,342 |
| SIGNAL PRIME TIMBER | DELTA BRIDGE | 4MFEFDFU2 | WANIF | 11.73% | $56,165,231 |