Paladin Partners

RIASEC RegisteredEst. 2026
Total AUM
$199M
Discretionary
$199M
100% of AUM
Avg account
$4.4M
Accounts
45
Employees
2
Advisory reps
2

Firm details

Headquarters
Hartland, Wisconsin
CRD number
132024
Registered since
July 23, 2026
Website
www.paladinpartners.biz
Custodians
RBC CAPITAL MARKETS, LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals99.16%
  • HNWI0.84%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Paladin Partners is organized as an LLC and operates as an independent, SEC-registered registered investment adviser. The firm identifies as a capital allocator serving individual and family clients and offers financial planning plus discretionary portfolio management for individuals and small businesses. Its advisory menu also includes pension consulting and the selection of other advisers. Compensation mixes a percentage-of-assets formula with hourly and fixed-fee engagements. The firm does not flag itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Public Funds/Mutual Funds 34%, Cash & Cash Equivalents 5%, State & Local Bonds 1%60%
  • Exchange Traded Equities60%
  • Public Funds/Mutual Funds34%
  • Cash & Cash Equivalents5%
  • State & Local Bonds1%

Contacts

2 of 2
  • Megan Prochniak

    Megan Prochniak

    PartnerCRD 4667522

  • William Baxter

    William Baxter

    Managing PartnerCRD 2816654

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 53

Active vs passive

$134M in ETFs

Passive

98%

$131M

Active

2%

$2.9M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 ETF (IWB)BlackRockPassiveLarge Blend$21.4M52,33515.99%
Unlock additional holdings →

Location

Primary office

Hartland, WI

Waukesha

Location

Hartland, WI

Headquartered in Hartland, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area
Milwaukee-Racine-Waukesha, WI
Region
Midwest
County
Waukesha
Address
138 North Ave
Time zone
CT (UTC-6)
Office locations

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