PALADINO WEALTH

700 Mccaleb Road
Suite L
Montgomery, Texas 77316
Tel: (936) 444-2583

About PALADINO WEALTH

PALADINO WEALTH, formally registered with the SEC as PALADINO WEALTH. The firm was established in 04/03/2020. They have over 1 offices throughout the country.

PALADINO WEALTH is a Montgomery, Texas based Financial Planning firm with nearly $165,204,797 assets under management, offering retirement planning & investment advisory services to 166 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307799
SEC#	801-118369
Assets Managed by Firm	$165,204,797
No. of Clients	166
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	166	$165,204,797
Individuals (other than high net worth individuals)	89	$32,315,542
High net worth individuals	77	$132,889,255

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