HARTLAND, WICRD 132024Registration Status: ApprovedEffective since July 23, 2026Latest ADV July 1, 2026
Paladin Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hartland, WI. Its latest Form ADV filing, dated July 1, 2026, reports $199M in regulatory assets under management, 2 employees, and 45 accounts.
Assets Under Management
$199M
Employees
2
Offices
--
Total Clients
45
Primary office
HARTLAND, WI
138 NORTH AVENUE, SUITE 10, HARTLAND, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentHNWI represent 71.1% of total clients.
Top client categories% of clientsClients
1
HNWI
71.1%
32
2
Individuals
28.9%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$199Mas of July 1, 2026
Discretionary100.0%
$199M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$199M
Total Accounts45
10Y AUM Change$0 (0.0%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee23:1
10Y Employee Change0 (0.0%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.