PALADIN WEALTH PARTNERS
Latest filing: Mar 05, 2025 (135 days ago)
AUM
$213,568,921
14% change vs. 1 year ago
3% change vs. 3 years ago
36% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
4
-20% change vs. 1 year ago
-20% change vs. 3 years ago
-20% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
CLIVE, IA
13375 UNIVERSITY AVENUE, SUITE 300, CLIVE, IA, UNITED STATES, 50325
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.0 |
| Total | $0.2 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 38 | $0.0 |
| Average Individual AUM | $454,885 | |
| HNW | 56 | $0.2 |
| Average HNW AUM | $3,505,059 | |
| Retail Total | 94 | $0.2 |
| Average Retail AUM | $2,272,010 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 15% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 3% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 78% | $0.2 |
| Other Pools | 0% | $0.0 |
| Cash | 2% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
5 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| TIMOTHY PRATT | CLIVE | IA | S63|1987-03-11 | CERTIFIED FINANCIAL PLANNER | |||||
| DEBRA MINKLER | CLIVE | IA | S65|2014-10-07 | ||||||
| TYLER KROMKOWSKI | CLIVE | IA | S65|2019-11-13 | ||||||
| BRADLEY CLARK | CLIVE | IA | S63|2011-03-24 | CHARTERED FINANCIAL ANALYST | |||||
| ADAM BORMANN | CLIVE | IA | S63|2001-12-18|S65|2006-10-24 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.2 | $0.0 | 0% | 4 | 0 | 0% |
| 2025-04-21 | $0.2 | $0.0 | 0% | 4 | 0 | 0% |
| 2024-04-02 | $0.2 | $0.0 | 14% | 5 | -1 | -20% |
| 2023-04-04 | $0.2 | $0.0 | 23% | 5 | -1 | -20% |
| 2022-04-01 | $0.2 | $0.0 | 3% | 5 | -1 | -20% |
| 2021-04-05 | $0.2 | $0.0 | 20% | 5 | -1 | -20% |
| 2020-04-01 | $0.2 | $0.1 | 36% | 5 | -1 | -20% |
| 2019-04-01 | $0.1 | $0.1 | 60% | 5 | -1 | -20% |
| 2018-04-02 | $0.1 | $0.1 | 68% | 4 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| IA, IA-02/09/2018 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT |
| OTHER ACTIVITIES |
|
INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV