Paragon Wealth Management logo

Paragon Wealth Management Employee Directory

Financial ServicesUtah, United States2-10 Employees

Paragon Wealth Management is a registered investment advisory firm located in Provo, Utah, operating within the financial services industry. The firm comprises a small team and follows a fee-only fiduciary model, not selling investment products.

It promotes a distinct investment approach called the Paragon Model, distinguishing itself from traditional commission-based advisors. With 28 years of experience guiding investors through notable market downturns—the Crash of 1987, the Asian Crisis of 1998, the Tech Collapse of 2000, and the 2008 market meltdown—it offers a no-cost, no-commitment review of a current portfolio to provide an impartial assessment. As a 100 percent fee-only fiduciary, the firm emphasizes independence and notes that past performance is not a guarantee of future results.

Find Paragon Wealth Management employees' phone numbers or email addresses

Paragon Wealth Management Global Highlights

Location
Employees

North America
6

Minus sign iconPlus sign icon
  • United States Of America
    6

Oceania
2

Minus sign iconPlus sign icon
  • Australia
    2

Paragon Wealth Management's Leadership

  • Stylized image of a person
    P. T.
    Senior Financial Planner / Smsf Specialist Advisor
  • Stylized image of a person
    K. K. K.
    Se

Paragon Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Paragon Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    P. T.
    Senior Financial Planner / Smsf Specialist Advisor
    AustraliaVictoria
    Aug 01, 2026
  • Stylized image of a person
    K. K. K.
    Se
    Singapore
    Aug 22, 2026

Frequently Asked Questions

What is Paragon Wealth Management known for?

Minus sign iconPlus sign icon
Paragon Wealth Management was founded in 1986 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Paragon Wealth Management's company overview page for more information.

What is Paragon Wealth Management's most common email format?

Minus sign iconPlus sign icon
Paragon Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Paragon Wealth Management email formats with LeadIQ.

How many employees does Paragon Wealth Management have currently?

Minus sign iconPlus sign icon
Paragon Wealth Management has approximately 4 employees as of August 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Paragon Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Paragon Wealth Management's key employees include:

  • Senior Financial Planner / Smsf Specialist Advisor: P. T.
  • Se: K. K. K.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.