Justin Sherman is a control person of Paragon Private Wealth Management and directly owns between 50% and 75% of it.
Paragon Private Wealth Management is an investment adviser based in Lexington, KY, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, state or municipal government entities and individual clients. Its regulatory assets under management total $458 million, as filed on 19 March 2026. Its fees, ownership and offices are on the firm’s profile.
Justin Sherman is Managing Partner of Paragon. He is a founding Managing Partner with nearly 20 years of experience, providing financial and business management services to professional athletes and high-net-worth individuals. Before co-founding Paragon, he worked at two large sports management companies, advising NBA and NFL athletes.
- CRD
- 7340976
- Firm
- Paragon Private Wealth Management · CRD 312817
- Role
- Managing Member
- In role since
- April 2021 · 5 years
- Control person
- Yes
- Direct ownership
- 50% to 75%
- Firm headquarters
- Lexington, KY
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- paragonmgmt.com
Where does Justin Sherman work?
Justin Sherman has been Managing Member of Paragon Private Wealth Management LLC since April 2021, and is a control person of the firm.
How can I verify Justin Sherman’s record?
Justin Sherman’s role is listed on Paragon Private Wealth Management LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 312817.
