President · Paragon Wealth Management
David A. Young
CRD 1503747 · 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 David A. Young on its Form ADV as President, a control person.
Firms and roles
- Paragon Wealth ManagementPresidentWealth manager · Provo, UT · $153M in regulatory assets
AtlasMembers
David’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- 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 David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.