# PARAGON PRIVATE WEALTH MANAGEMENT LLC

PARAGON PRIVATE WEALTH MANAGEMENT LLC of LEXINGTON, KY is an SEC-registered investment adviser.

## Registration

- CRD: 312817
- Type: SEC-registered investment adviser
- SEC file number: 801-120682
- Location: 300 WEST VINE STREET, SUITE 2201, LEXINGTON, KY, 40507
- Phone: 859-300-3985
- Latest filing: 2026-03-19
- Regulatory AUM: $457.9M
- Discretionary AUM: $444.0M
- Non-discretionary AUM: $13.9M
- Clients: 6
- Accounts: 711

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Justin Alexander Sherman | MANAGING MEMBER | — |
| Catherine Elizabeth Salsman | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Mary Kathryn Lockwood | CHIEF INVESTMENT OFFICER | — |
| Sherman Justin Alexander | MANAGING MEMBER; SOLE MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| SALSMAN CATHERINE ELIZABETH | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| LOCKWOOD MARY KATHRYN | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312817/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312817/similar
- Related entities: https://search.stillhousedata.com/firm/312817/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312817

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.