PALADIN WEALTH PARTNERS

13375 University Avenue, Suite 300
Clive, Iowa 50325
Tel: 515-348-6080

About PALADIN WEALTH PARTNERS

PALADIN WEALTH PARTNERS, formally registered with the SEC as PALADIN WEALTH PARTNERS. The firm was established in 02/09/2018. They have over 1 offices throughout the country.

PALADIN WEALTH PARTNERS is a Clive, Iowa based Financial Planning firm with nearly $213,568,921 assets under management, offering retirement planning & investment advisory services to 283 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285303
SEC#	801-112430
Assets Managed by Firm	$213,568,921
No. of Clients	283
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	283	$213,568,921
Individuals (other than high net worth individuals)	38	$17,285,619
High net worth individuals	56	$196,283,302

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