What departments does Paragon Wealth Management have?

Paragon Wealth Management has employees across 2 departments including Finance, Operations.

What is the largest department at Paragon Wealth Management?

The largest department at Paragon Wealth Management is Finance with 1 employees.

Where are Paragon Wealth Management employees located globally?

Paragon Wealth Management has employees across 2 continents and 2 countries including United States Of America, Australia.

How has Paragon Wealth Management's team size changed over time?

Paragon Wealth Management's team has decreased from approximately 7 to 4 employees based on available data.

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Paragon Wealth Management Employee Directory

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

Paragon Wealth Management's key employees include: Founder And Ceo: D. Y., Chief Investment Officer: N. W., Vice President Of Operations: K. T. M..

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.

Paragon Wealth Management Global Highlights

North America
6

United States Of America
6

Oceania
2

Australia
2

Paragon Wealth Management's Leadership

N. W.
Chief Investment Officer
Mobile Phone
Email
K. T. M.
Vice President Of Operations
Mobile Phone
Email
D. Y.
Founder And Ceo
Mobile Phone
Email
S. L.
Client Service Coordinator
Mobile Phone
Email

Paragon Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Paragon Wealth Management

Name

Title

Contact Info

Location

Last Update

D. Y.
Founder And Ceo
Mobile Phone
Email
United StatesUtah
Mar 24, 2026
N. W.
Chief Investment Officer
Mobile Phone
Email
United StatesUtah
May 27, 2026
K. T. M.
Vice President Of Operations
Mobile Phone
Email
United StatesUtah
Apr 14, 2026
S. L.
Client Service Coordinator
Mobile Phone
Email
United StatesUtah
Jun 02, 2025

Frequently Asked Questions

What is Paragon Wealth Management known for?

Paragon Wealth Management was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 3651 North 100 East Suite 275 Provo, Utah 84604 United States; you can contact the main corporate office by phone at

+1-801-375-****

. Explore Paragon Wealth Management's company overview page for more information.

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

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?

Paragon Wealth Management has approximately 4 employees as of May 2026. These team members are located across 2 continents, including North AmericaOceania.

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

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

Chief Investment Officer: N. W.
Vice President Of Operations: K. T. M.
Founder And Ceo: D. Y.
Client Service Coordinator: S. L.

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Paragon Wealth Management Employee Directory

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