WISERADVISOR PALADIN

Overview

Wiseradvisor Paladin is organized as a corporation and is registered with the SEC (registration year listed as 2022). The firm is owned by an individual and identifies as a capital allocator that serves individual and family clients. Its primary advisory activity is the selection of other advisers — it sources and places client capital with external managers rather than acting only as a direct in-house asset manager. The firm’s fee structure is categorized as “Other,” and it is not profiled as an active ESG investor. The data shows it operates under a single-state footprint and is not marked as a pension consultant or a related adviser to another firm.

Assets & Accounts

Investments & Alternatives

Location & Offices