Falists
← Back to search

PALADIN WEALTH PARTNERS

PALADIN ADVISORY GROUP, LLC

CRD 285303 · SEC 801-112430

Visit website

13375 UNIVERSITY AVENUE, SUITE 300, CLIVE, IA, 50325, United States

Phone

515-348-6080

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$279.8M

Discretionary AUM

$279.8M

Team

3 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals43$26.3M
High net worth individuals59$253.5M

States served

IA

All web addresses on file

Official SEC filing: View on IAPD