Paladino Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Montgomery, TX. Its latest Form ADV filing, dated March 10, 2026, reports $144M in regulatory assets under management, 4 employees, and 160 accounts.
Assets Under Management
$144M
Employees
4
Offices
--
Total Clients
160
Primary office
MONTGOMERY, TX
700 MCCALEB ROAD, SUITE L, MONTGOMERY, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.4% of total clients.
Top client categories% of clientsClients
1
Individuals
59.4%
95
2
HNWI
40.6%
65
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$144Mas of March 10, 2026
Discretionary100.0%
$144M
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$144M
Total Accounts160
10Y AUM Change+$144M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee40:1
10Y Employee Change+3 (+300.0%)
* 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.