WOODLAND HILLS, CACRD 158041Latest ADV March 18, 2026
Paragon Financial Partners is an SEC registered investment adviser organized as a corporation with a primary office location in Woodland Hills, CA. Its latest Form ADV filing, dated March 18, 2026, reports $330M in regulatory assets under management, 2 employees, and 513 accounts.
Assets Under Management
$330M
Employees
2
Offices
--
Total Clients
127
Primary office
WOODLAND HILLS, CA
5850 CANOGA AVENUE, SUITE 400, WOODLAND HILLS, CA, United States
Top client segmentHNWI represent 66.9% of total clients.
Top client categories% of clientsClients
1
HNWI
66.9%
85
2
Individuals
33.1%
42
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$330Mas of March 18, 2026
Discretionary81.0%
$267M
81% of total RAUM81.0%
Non-discretionary19.0%
$63M
19% of total RAUM19.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$330M
Total Accounts513
10Y AUM Change+$189M (+135.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee64:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.