Paragon Financial Services
● SEC registered since 2019CRD 164832SEC# 801-117764Richmond, VA
Reg. AUM
$383.7M
Employees
7
Accounts
1,382
Location
Richmond, VA
About Paragon Financial Services
Paragon Financial Services is a financial planning and investment firm helping clients gain perspective on money and live more freely. It emphasizes a proprietary panoramic VantagePoint FORMula process, a long-term client experience, and fit-based relationships.
Summary based on the firm’s website.
Paragon Financial Services assets under management
Paragon Financial Services is an SEC-registered investment adviser based in Richmond, VA. The firm has been registered since 2019. It reports $383.7 million in regulatory assets under management and employs 7 people.
Paragon Financial Services owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Simon Vay Woon Control | Chief Compliance Officer And President | Over 75% | 2015 |
| Vickie Nmn Woon | Shareholder | 10-25% | 2012 |
Frequently asked questions
How much does Paragon Financial Services manage?
Paragon Financial Services reports $383.7 million in regulatory assets under management on its Form ADV.
How many employees does Paragon Financial Services have?
Paragon Financial Services reports 7 employees.
Where is Paragon Financial Services located?
Paragon Financial Services is based in Richmond, VA and has been SEC-registered since 2019.
Does Paragon Financial Services disclose fund performance?
Paragon Financial Services is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3761 Westerre Parkway, Suite H, Richmond, VA 23233 |
| Phone | 804-673-8888 |
| Fax | 804-673-1009 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$383.7M▲ 14%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,389 advisers
EmployeesTop 51%
More than 49% of 16,799 advisers
Assets under management
$383.7Mregulatory AUM
Discretionary $383.7M