Paladin Partners

RIASEC & State Registered

Total AUM

$199M

Discretionary

$199M

100% of AUM

Avg account

$4.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Hartland, Wisconsin
CRD number: 132024
Registered since: July 23, 2026
Website: www.paladinpartners.biz
Custodians: RBC CAPITAL MARKETS, LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals99.16%
HNWI0.84%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Paladin Partners operates as an independent RIA organized as an LLC and is registered with the SEC (registration year 2026). The firm positions itself as a fee-based wealth manager for individuals and families, combining financial planning with portfolio management and selection of outside advisers. Its reported advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting services, and evaluating or selecting other advisers. Ownership is listed as individual and the firm identifies as a capital allocator. Its fee arrangements are flexible—percentage of AUM, hourly charges, and fixed fees are all part of the mix. Paladin Partners does not flag itself as an active ESG investor and is not indicated as a multistate adviser.