Paladin Wealth Partners
Paladin Wealth Partners is an SEC-registered wealth manager in Clive, IA with $279.8M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Paladin Wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285303, SEC 801-112430, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $279.8M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- Clive, IA
- Employees
- 3
- Clients
- 102
- CRD
- 285303
- Ownership
- BORMANN, ADAM, CHARLES; CLARK, BRADLEY, WILLIAM; MINKLER, DEBRA, JEAN; PRATT, TIMOTHY, EUGENE
How much AUM does Paladin Wealth Partners have?
Paladin Wealth Partners reported $279.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Paladin Wealth Partners?
Disclosed owners and executives of Paladin Wealth Partners include BORMANN, ADAM, CHARLES, CLARK, BRADLEY, WILLIAM, MINKLER, DEBRA, JEAN, PRATT, TIMOTHY, EUGENE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.