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PARAGON PRIVATE WEALTH MANAGEMENT LLC

Company Details

Name: PARAGON PRIVATE WEALTH MANAGEMENT LLC
Legal type: Foreign Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 26 Apr 2021 (4 years ago)
Authority Date: 26 Apr 2021 (4 years ago)
Last Annual Report: 06 Mar 2025 (3 months ago)
Organization Number: 1134575
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
ZIP code: 40507
City: Lexington
Primary County: Fayette County
Principal Office: 300 WEST VINE STREET, SUITE 2201, LEXINGTON, KY 40507
Place of Formation: DELAWARE

Registered Agent

Name Role
JUSTIN SHERMAN Registered Agent

Manager

Name Role
Catherine Salsman Manager
Justin Sherman Manager

Form 5500 Series

Employer Identification Number (EIN):
863450896
Plan Year:
2023
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
0
Sponsors Telephone Number:

Former Company Names

Name Action
PARAGON PRIVATE WEALTH MANAGEMENT LLC Type Conversion

Filings

Name File Date
Annual Report 2025-03-06
Annual Report 2024-03-25
Annual Report 2023-06-05
Annual Report 2022-05-02
Certificate of Authority (LLC) 2021-04-26

USAspending Awards / Financial Assistance

Date:
2021-04-28
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Obligated Amount:
0.00
Face Value Of Loan:
345000.00
Total Face Value Of Loan:
345000.00

Sources: Kentucky Secretary of State