← Back to searchVisit website
PALADIN PARTNERS
PALADIN PARTNERS, LLC
CRD 132024
138 NORTH AVENUE, SUITE 10, HARTLAND, WI, 53029, United States
Phone
414-367-4675
Fax
414-347-5673
Registration
— (—)
Source
State registered
Total AUM
$180.3M
Discretionary AUM
$180.3M
Team
2 total employees; 2 advisory reps; 33 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $178.5M |
| High net worth individuals | 54 | $1.8M |
All web addresses on file
Official SEC filing: View on IAPD