Paladin Wealth Management

Overview

Paladin Wealth Management is a small, independent registered investment adviser serving individuals and families with financial planning and portfolio management for individuals and small businesses. The firm operates under an individual ownership model and charges a mix of percentage-of-assets and fixed fees. Its stated investment posture favors publicly traded equities — particularly exchange-traded instruments — complemented by traditional mutual funds and annuity solutions. Paladin is not positioned as an ESG-focused manager and does not present as a multi-state or pension-consulting adviser. With a compact client base, the firm appears to run a highly personalized, discretionary practice. The allocation pattern emphasizes liquid, exchange-listed holdings, suggesting a preference for straightforward implementation, ease of rebalancing and cost control. At the same time, Paladin taps third-party real estate strategies for an illiquid alternatives sleeve and uses annuities as part of client income or retirement planning solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices