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Chief Compliance Officer/chief Investment Officer · Paragon Wealth Management

Nathan D. White

CRD 2786197 · 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 Nathan D. White on its Form ADV as Chief Compliance Officer/chief Investment Officer, a control person.

Firms and roles

  • Paragon Wealth ManagementChief Compliance Officer/chief Investment OfficerWealth manager · Provo, UT · $153M in regulatory assets

AtlasMembers

Nathan’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
1 firmLocked
When each role began
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Each firm’s assets and growth
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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

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.