Investment adviser · CRD 288387
PALADIN FINANCIAL
Investment adviser filing (IA)
PALADIN WEALTH, LLC
ARDEN HILLS, MN, United States · Form ADV filed Sep 22, 2026
- Regulatory AUM
- $217M Form ADV · Item 5.F
- Client accounts
- 1,477 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 450 | $117,824,361 | 54.3% |
| High-net-worth individuals | 68 | $99,094,135 | 45.7% |
Filing source
Form ADV 2131506 · Sep 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4105 LEXINGTON AVENUE NORTH,, SUITE 230ARDEN HILLS, MN, 55126, United States
CRD 288387
Filing source
Form ADV 2131506 · Sep 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.