PALLADIUM WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- BURKE, Virginia
- CRD number
- 306689
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Palladium Wealth Management, LLC is organized as a limited liability company and operates with an individual owner. The firm serves individual and family clients, offering financial planning and portfolio management specifically for individuals and small businesses. It combines advisory work with broker-dealer and insurance activities: the firm acts as a registered representative of a broker-dealer, sells insurance products, and functions as an other financial product salesperson. Compensation is charged both as a percentage of assets under management and on an hourly basis. The firm does not report active integration of ESG criteria into its investment process and is not registered as a multi-state adviser.
Assets & Accounts
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
- Non-Exchange Traded Equities100%
Contacts
1 of 1DAVID SPENCE
Managing MemberCRD 1384896
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BURKE, VA
FAIRFAX
Location
BURKE, VA
Headquartered in BURKE, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- FAIRFAX
- Address
- 10621 Battalion Landing Ct
- Time zone
- ET (UTC-5)
- Office locations
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