Trustee · Paragon Wealth Management
Catherine B. Young
CRD 4343626 · Named on Form ADV at one SEC-registered adviser
At a glance
Paragon Wealth Management, an SEC-registered wealth manager based in Provo, UT with $153 million in regulatory assets, lists Catherine B. Young on its Form ADV as Trustee, a control person.
Firms and roles
- Paragon Wealth ManagementTrusteeWealth manager · Provo, UT · $153M in regulatory assets
AtlasMembers
Catherine’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- David A. YoungPresident, Paragon Wealth Management
- Nathan D. WhiteChief Compliance Officer/chief Investment Officer, Paragon Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Catherine’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.