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PALADIN FINANCIAL
Legal name: PALADIN WEALTH, LLC
CRD 288387File 801-128300
APPROVED
Retail clients
Filing as of Sep 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$216.9M
Below cohort median (national)
Discretionary AUM
$216.9M
Clients
518
1,477 accounts
Employees
8
Bottom 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 7, 2023
- Principal office
- 4105 LEXINGTON AVENUE NORTH,, SUITE 230, ARDEN HILLS, MN, 55126
- Phone
- 651-842-8406
- Website
- https://paladinseminars.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $216.9M
- Discretionary AUM
- $216.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,477
- Non-discretionary accounts
- 0
- Total accounts
- 1,477
- AUM per client
- $419K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 68 | $99.1M |
| Individuals (other than high net worth individuals) | 450 | $117.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Clients | 494 | 518 | increased by24 |
| Jun 1, 2026 | AUM | $196,209,815 | $216,918,496 | increased by$20,708,681 |
| Jun 1, 2026 | Accounts | 1,369 | 1,477 | increased by108 |
| Apr 1, 2026 | Clients | 460 | 494 | increased by34 |
| Apr 1, 2026 | AUM | $182,540,818 | $196,209,815 | increased by$13,668,997 |
| Apr 1, 2026 | Accounts | 1,268 | 1,369 | increased by101 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 434 | 460 | increased by26 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $151,033,253 | $182,540,818 | increased by$31,507,565 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,176 | 1,268 | increased by92 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PALADIN FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PALADIN FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.