← Directory
PALADIN WEALTH PARTNERS
Legal name: PALADIN ADVISORY GROUP, LLC
CRD 285303File 801-112430
APPROVED
Retail clients
Custody
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$279.8M
Below cohort median (national)
Discretionary AUM
$279.8M
Clients
102
298 accounts
Employees
3
Below cohort median in IA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 9, 2018
- Principal office
- 13375 UNIVERSITY AVENUE, SUITE 300, CLIVE, IA, 50325
- Phone
- 515-348-6080
- Website
- HTTP://WWW.PALADINWP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $279.8M
- Discretionary AUM
- $279.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 298
- Non-discretionary accounts
- 0
- Total accounts
- 298
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 59 | $253.5M |
| Individuals (other than high net worth individuals) | 43 | $26.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.