Paladin Partners
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
FINTRXOverview
Paladin Partners is an independent, SEC-registered registered investment adviser organized as an LLC and positioned to serve individual and family clients. The firm describes itself as a capital allocator that combines financial planning and portfolio management for individuals and small businesses with the ability to select and allocate to third-party managers. Its advisory services include financial planning, portfolio management, pension consulting-type services, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-assets, hourly charges, and fixed fees. The firm does not list ESG investing as an active focus.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Contacts
2 of 2
Megan Prochniak
PartnerCRD 4667522
William Baxter
Managing PartnerCRD 2816654
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 105Active vs passive
$268M in ETFs
98%
$262M
2%
$5.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $21.4M | 52,335 | 7.99% |
Location
Hartland, WI
Waukesha
Location
Hartland, WI
Headquartered in Hartland, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Waukesha
- Address
- 138 North Ave
- Time zone
- CT (UTC-6)
- Office locations
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