Paladino Wealth
Firm details
- Headquarters
- Montgomery, Texas
- CRD number
- 307799
- Registered since
- April 3, 2020
- Website
- paladinowealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.85%
- Individuals23.15%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Paladino Wealth LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2020. The firm serves individual and family clients and provides portfolio management for individuals and small businesses on a fee basis (percentage of AUM). The adviser does not describe itself as a capital allocator, does not present as an active ESG investor, and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- Public Funds/Mutual Funds21%
- Cash & Cash Equivalents21%
- Derivatives1%
Contacts
2 of 2
William Paladino
Founder & Wealth AdvisorCRD 5834266
Suzanne Hammer
DirectorCRD 1111107
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Montgomery, TX
Montgomery
Location
Montgomery, TX
Headquartered in Montgomery, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Montgomery
- Address
- 700 Mc Caleb Rd
- Time zone
- CT (UTC-6)
- Office locations
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