Managing Member · Paragon Private Wealth Management LLC
Justin A. Sherman
CRD 7340976 · Named on Form ADV at one SEC-registered adviser
At a glance
Paragon Private Wealth Management LLC, an SEC-registered wealth manager based in Lexington, KY with $458 million in regulatory assets, lists Justin A. Sherman on its Form ADV as Managing Member, a control person.
Firms and roles
- Paragon Private Wealth Management LLCManaging MemberWealth manager · Lexington, KY · $458M in regulatory assets
AtlasMembers
Justin’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
- Catherine E. SalsmanManaging Member and Chief Compliance Officer, Paragon Private Wealth Management LLC
- Mary K. LockwoodChief Investment Officer, Paragon Private Wealth Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Justin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.