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Paladin Wealth Partners
Paladin Wealth Partners was established in 2016 as an Iowa-registered investment adviser, serving a client base that spans individuals, high-net-worth...
Paladin Wealth Partners
Paladin Wealth Partners was established in 2016 as an Iowa-registered investment adviser, serving a client base that spans individuals, high-net-worth families, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates from a single location in Clive, a western suburb of Des Moines, positioning itself within a regional financial services hub that includes insurance, banking, and agricultural wealth. The firm's strategy centers on traditional wealth management and financial planning, with advisory services delivered on both a discretionary and non-discretionary basis. Asset-class exposure typically spans equities, fixed income, mutual funds, exchange-traded funds, and insurance-linked products, reflecting the conservative, goals-based planning orientation common among Midwestern RIAs. Paladin does not operate proprietary commingled funds, instead constructing client portfolios using third-party managed products and individual securities. The firm's Form ADV filings confirm it may recommend other advisers or receive solicitor referrals — indicative of a collaborative, multi-adviser ecosystem rather than a single-strategy platform. Paladin Wealth Partners maintains a compact footprint, with its entire professional team operating from the Clive office. The firm's regulatory disclosures list no material disciplinary events or conflicts requiring disclosure under SEC or state RIA rules, consistent with a compliance-first small-adviser profile. While no specific philanthropic vehicles or adjacent operating businesses are publicly associated with the firm, its service to non-profits and charitable entities is documented in its regulatory filings, reflecting a presence in institutional advsiory alongside individual wealth management. The firm's structural differentiator lies in its location and client mix: a suburban Iowa RIA serving both retail and institutional accounts within a region dominated by agricultural wealth, manufacturing families, and insurance-industry professionals. This geographic and demographic positioning distinguishes it from coastal wealth managers chasing technology or financial-services concentration, grounding Paladin in a steady, multi-generational planning practice rather than event-driven wealth creation cycles.
General information
Firm type
Bank / Wealth / Trust
Year founded
2016
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Clive
Corporate office
Clive, IA, United States
Sector focus
Frequently asked questions
Is Paladin Wealth Partners a single-family office or does it serve multiple clients?
Paladin Wealth Partners operates as a registered investment adviser serving multiple unrelated clients, not a single-family office. Its regulatory filings list individuals, retirement plans, trusts, estates, corporations, and charitable organizations as client categories. The firm provides both discretionary and non-discretionary advisory services, a model that distinguishes it from single-family offices managing a single pool of affiliated capital.
How does Paladin Wealth Partners charge for its services?
The firm's regulatory disclosures indicate multiple fee arrangements. Per standard RIA practice reflected in its ADV filings, Paladin charges asset-based fees on discretionary accounts, fixed or hourly fees for financial planning engagements, and may receive commissions on insurance or brokerage products when acting in a non-advisory capacity. The exact fee schedule is disclosed in each client's advisory agreement and the firm's Form ADV Part 2A brochure.
Does Paladin Wealth Partners manage proprietary investment funds?
No. Paladin does not operate proprietary commingled investment vehicles. The firm constructs client portfolios using third-party managed products including mutual funds, ETFs, and individual securities, consistent with the open-architecture model typical of independent RIAs. This structure avoids the conflict of interest inherent in recommending proprietary funds and preserves the firm's fiduciary posture.
What types of clients does Paladin Wealth Partners serve?
The firm's client base includes individuals, high-net-worth individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and corporations. This mix — spanning retail, institutional, and non-profit accounts — reflects a broad-based advisory practice rather than a niche focus on any single client segment.
How is Paladin Wealth Partners regulated?
Paladin operates as a state-registered investment adviser under Iowa insurance and securities division oversight. The firm's regulatory disclosures show no material disciplinary actions, civil judicial matters, or customer complaints requiring disclosure on its Form ADV. This clean regulatory record is consistent with a small, compliance-oriented advisory practice.
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