PALADIN WEALTH PARTNERS
Clive, IA
AUM
$279.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
515-348-6080
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in IA, CLIVE
4 advisers found
WEIS ADVISORY
Clive, IA
AUM
$225.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(888) 978-2082
ACADIA LEGACY GROUP
Clive, IA
AUM
$133.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
515-212-2112
WOODLANDS CAPITAL MANAGEMENT, LLC
Clive, IA
AUM
$5.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917-664-1462