Paragon Wealth Strategies - Ownership and Business Overview

Financial ServicesCompany

Paragon Wealth Strategies Ownership

Who owns Paragon Wealth Strategies?

Paragon Wealth Strategies is owned by Mercer Advisors. It was acquired on December 5, 2023.

Paragon Wealth Strategies Business Overview

Where is Paragon Wealth Strategies headquartered?

Paragon Wealth Strategies is headquartered in Jacksonville, Florida.

What sector is Paragon Wealth Strategies in?

Paragon Wealth Strategies is a financial services company.

When was Paragon Wealth Strategies founded?

Paragon Wealth Strategies was founded in 2004.

Financial Services M&A Summary in 2023

Out of 60 sectors in the Mergr database, financial services ranked 12 in number of deals in 2023. The largest financial services acquisition in 2023 was Focus Financial Partners - which was acquired by CD&R for $7.0B.

Join Mergr to view all 126 acquisitions of financial services companies in 2023, including 15 acquisitions by private equity firms, and 111 by strategics.

Paragon Wealth Strategies

Paragon Wealth Strategies LLC

10245 Centurion Parkway N, Suite. 106,
Jacksonville, Florida 32256
United States,
(904) 861-0093
www.wealthguards.com

Paragon Wealth Strategies is a comprehensive wealth management firm. Paragon Wealth Strategies was formed in 2004 and is based in Jacksonville, Florida.


Company Summary

SECTOR

Financial Services

Established

2004

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