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PALADINO WEALTH

MONTGOMERY, TX · CRD 307799 · IAPD ↗ · paladinowealth.com · (936) 444-2583

$144.1MRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2025 — PALADINO WEALTH reported RAUM up 28% ($129.1M -> $165.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
January 2025 — PALADINO WEALTH moved its main office from CONROE, TX to MONTGOMERY, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
61
April 2024 — PALADINO WEALTH reported RAUM up 33% ($97.0M -> $129.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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