Paragon Financial Partners
Paragon Financial Partners is an SEC-registered wealth manager in Woodland Hills, CA with $329.6M assets under management (AUM, regulatory AUM), -2% over one year. See who owns Paragon Financial Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158041, SEC 801-72424, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $329.6M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Woodland Hills, CA
- Employees
- 2
- Clients
- 127
- CRD
- 158041
- Ownership
- SHORTEN, EVAN, FLOYD
How much AUM does Paragon Financial Partners have?
Paragon Financial Partners reported $329.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Paragon Financial Partners?
Disclosed owners and executives of Paragon Financial Partners include SHORTEN, EVAN, FLOYD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.