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, individually owned registered investment adviser that began SEC registration in 2018. The firm serves primarily individual and family clients and combines financial planning with portfolio management for individuals and small businesses. Its compensation model includes asset-based fees along with hourly and fixed-fee arrangements. Paladin also operates as an insurance broker as part of its business activities. The firm reports it is not a capital allocator (it does not run proprietary investment funds), does not position itself as an ESG-focused manager, and is not registered as a multi-state or pension consultant 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 1BRADLEY CLARK
Chief Investment OfficerCRD 4983613
Contacts
2 of 2Tyler Kromkowski
Senior AnalystCRD 7197767
ADAM BORMANN
PartnerCRD 4476079
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 168Active vs passive
$114M in ETFs
72%
$82.7M
26%
$31.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $8.9M | 20,807 | 7.77% |
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
Similar firms
WEIS ADVISORY
RIACLIVE, IA
ACADIA LEGACY GROUP
RIACLIVE, IA
WOODLANDS CAPITAL MANAGEMENT, LLC
RIACLIVE, IA
WEALTH ADVISORS GROUP, LLC
RIACORALVILLE, IA
BEACON CAPITAL, LLC
RIACEDAR RAPIDS, IA
OASIS ADVISORS
RIAFOREST CITY, IA