Paladin Wealth Partners
Firm details
- Headquarters
- Clive, Iowa
- CRD number
- 285303
- Registered since
- February 9, 2018
- Website
- www.paladinwp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.59%
- Individuals9.41%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Paladin Wealth Partners is an independent registered investment adviser organized as an LLC and registered with the SEC in 2018. The firm is owner-operated and focuses on individual and family clients, providing financial planning and discretionary portfolio management for individuals and small businesses. In addition to advisory services, Paladin acts as an insurance broker and charges a mix of percentage-of-AUM, hourly, and fixed fees. The firm does not identify as an active ESG investor, does not operate as a capital allocator, and is not registered as a multi-state adviser.
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
- Public Funds/Mutual Funds85%
- Exchange Traded Equities10%
- State & Local Bonds2%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Bradley Clark
Chief Investment OfficerCRD 4983613
Contacts
2 of 2
Tyler Kromkowski
Senior AnalystCRD 7197767
Adam Bormann
PartnerCRD 4476079
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 169Active vs passive
$128M in ETFs
74%
$95.3M
24%
$32.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $10.3M | 83,186 | 8.06% |
Location
Clive, IA
Polk
Location
Clive, IA
Headquartered in Clive, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.
- Metro area
- Des Moines-Ames-West Des Moines, IA
- Region
- Midwest
- County
- Polk
- Address
- 13375 University Ave
- Time zone
- CT (UTC-6)
- Office locations
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