Paladin Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Clive, IA. Its latest Form ADV filing, dated March 5, 2026, reports $280M in regulatory assets under management, 3 employees, and 298 accounts.
Assets Under Management
$280M
Employees
3
Offices
--
Total Clients
102
Primary office
CLIVE, IA
13375 UNIVERSITY AVENUE, SUITE 300, CLIVE, IA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.8% of total clients.
Top client categories% of clientsClients
1
HNWI
57.8%
59
2
Individuals
42.2%
43
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$280Mas of March 5, 2026
Discretionary100.0%
$280M
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$280M
Total Accounts298
10Y AUM Change+$152M (+119.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee34:1
10Y Employee Change-1 (-25.0%)
* 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.