PALADIN WEALTH PARTNERS
CLIVE, IA · CRD 285303 · IAPD ↗ · paladinwp.com · 515-348-6080
$279.8MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status
Filing changes
64
April 2026 — PALADIN WEALTH PARTNERS reported RAUM up 31% ($213.6M -> $279.8M).
Portfolio / reporting / TAMPCRMFinancial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.