Paragon Financial Services
Paragon Financial Services is an SEC-registered mass-market adviser in Richmond, VA with $383.7M assets under management (AUM, regulatory AUM), +37% over one year. See who owns Paragon Financial Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164832, SEC 801-117764, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $383.7M (2026-03-06)
- Firm type
- Mass-Market Adviser
- Location
- Richmond, VA
- Employees
- 7
- Clients
- 738
- CRD
- 164832
- Ownership
- WOON, SIMON, VAY; WOON, VICKIE, NMN
How much AUM does Paragon Financial Services have?
Paragon Financial Services reported $383.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Paragon Financial Services?
Disclosed owners and executives of Paragon Financial Services include WOON, SIMON, VAY, WOON, VICKIE, NMN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.