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PALADIN PARTNERS

HARTLAND, WI · CRD 132024 · IAPD ↗ · paladinpartners.biz · 414-367-4675

$198.5MRegulatory AUM
2Advisory reps
2Employees
33Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
September 2026 — PALADIN PARTNERS notice-filed in NH, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
August 2026 — PALADIN PARTNERS (HARTLAND, WI) is newly SEC-registered with $198.5M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.