Investment adviser · CRD 132024
PALADIN PARTNERS
Investment adviser filing (IA)
PALADIN PARTNERS, LLC
HARTLAND, WI, United States · Form ADV filed Aug 12, 2026
- Regulatory AUM
- $199M Form ADV · Item 5.F
- Client accounts
- 45 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 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 | 13 | $196,846,794 | 99.2% |
| High-net-worth individuals | 32 | $1,670,514 | 0.8% |
Filing source
Form ADV 2125497 · Aug 12, 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: Aug 12, 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
138 NORTH AVENUE, SUITE 10HARTLAND, WI, 53029, United States
CRD 132024
Filing source
Form ADV 2125497 · Aug 12, 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.