PALADINO WEALTH

Overview

Paladino Wealth is an SEC-registered limited liability company formed in 2020 that provides fee-based portfolio management primarily to individual and family clients and small businesses. The firm operates on a percentage-of-AUM fee model and manages client relationships on a discretionary basis. Its filings show a clear tilt toward equity-focused strategies: the firm favors exchange-traded equities and ETFs as its primary instruments and uses separately managed account structures to implement those exposures. Paladino Wealth does not report active ESG investing, does not act as a capital allocator to private funds, and is not positioned as a pension consultant or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices