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| Happy Holidays!! thanks for using AUM13F!! |
| Paladin Wealth LLC
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| CRD # | 288387 |
| SEC # | 801-128300 |
| CIK # | 0002040377 |
| AUM | $151.0 M (2025-03-18) |
| Employees | 7 (100% Investors, 100% Brokers) |
| Phone | 651-842-8406 |
| Address | 4105 Lexington Avenue North, Arden Hills, MN 55126 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002040377 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.9 | ||
| Nvidia Corp | 3.8 | ||
| Amazon Com Inc | 3.8 | ||
| Apple Inc | 2.9 | ||
| Facebook Inc | 2.9 | ||
| Alphabet Inc | 2.4 | ||
| Broadcom Inc | 1.6 | ||
| J P Morgan Chase & Co | 1.5 | ||
| Goldman Sachs Group Inc | 1.4 | ||
| VISA Inc | 1.3 | ||
| Wal Mart Stores Inc | 1.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 396 | 91.7 |
| (b) Individuals (high net worth individuals) | 38 | 59.4 |
| (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 | 1,176 | 151.0 |
| By Discretionary | ||
| Discretionary | 1,166 | 150.5 |
| Non-Discretionary | 10 | 0.6 |
| Total | 1,176 | 151.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.0 | |
| Total | 1,176 | 151.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002040377] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Fairfax Global Investment Management LLC
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0.2 | |
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Titanium Advisors LLC
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MA | 0.2 |
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Florian Financial Group LLC
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NY | 0.2 |
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Banyan Global Investment Advisors LLC
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FL | 0.2 |
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Granada Wealth Management LLC
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NC | 0.2 |
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Strategic Financial Management LLC
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0.2 | |
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CTA Wealth Advisors Inc
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CA | 0.2 |
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Hawkins Investment Counsel LLC
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|
0.2 | |
|
Rochester Wealth Strategies LLC
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MI | 0.2 |
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Silicon Private Wealth LLC
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0.2 |