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| Paladin Wealth LLC
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|---|---|
| CRD # | 288387 |
| SEC # | 801-128300 |
| CIK # | 0002040377 |
| AUM | 216.9 M (2026-06-24) |
| Employees | 7 (100% Investors, 100% Brokers) |
| Phone | 651-842-8406 |
| Address | 4105 Lexington Avenue North, Arden Hills, MN 55126 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 4.6 | |
| Apple Inc | 3.5 | |
| Amazon Com Inc | 3.5 | |
| Alphabet Inc | 3.0 | |
| Microsoft Corp | 2.6 | |
| Facebook Inc | 2.1 | |
| Broadcom Inc | 1.9 | |
| Goldman Sachs Group Inc | 1.6 | |
| World Currency Gold Trust | 1.6 | |
| Lam Research Corp | 1.6 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 450 | 117.8 |
| (b) Individuals (high net worth individuals) | 68 | 99.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,477 | 216.9 |
| By Discretionary | ||
| Discretionary | 1,477 | 216.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,477 | 216.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 216.9 | |
| Total | 1,477 | 216.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002040377] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 13 |
| Serves | Institutional, Retail |
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|---|---|---|
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Lifetime Wealth Management PC
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MD | 216.5 M |
|
Aegis Wealth Management Inc
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IA | 216.5 M |
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Hofer & Associates Inc
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|
Prosperity Advisory Group LLC
✚
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NY | 216.0 M |