PALADINI FINANCIAL ADVISORS, LLC

CRD #139884 SEC #801-113173 ARLINGTON, TX 817-704-7788

SEC Registered

Total AUM

$168.9M

Discretionary

Employees

Clients

101

Accounts

719

Firm Details

Organization Type: Limited Liability Company
State of Formation: Texas
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 9, 2024
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
KELLY, WENDY, L.	I	PARTNER	NA	Control
KELLY, WENDY, L.	I	PARTNER	NA	Control
KELLY, WENDY, L.	I	PARTNER	NA	Control
KELLY, WENDY, L.	I	PARTNER	NA	Control
KELLY, WENDY, L.	I	PARTNER	NA	Control
KELLY, WENDY, L.	I	PARTNER	NA	Control
KELLY, WENDY, L.	I	PARTNER	NA	Control
KELLY, WENDY, L.	I	PARTNER	NA	Control
KELLY, WENDY, L.	I	PARTNER	NA	Control
LINE, JOHN, EDWARD	I	VICE PRESIDENT & TREASURER	NA	Control
LINE, JOHN, EDWARD	I	VICE PRESIDENT & TREASURER	NA	Control
LINE, JOHN, EDWARD	I	VICE PRESIDENT & TREASURER	NA	Control
LINE, JOHN, EDWARD	I	VICE PRESIDENT & TREASURER	NA	Control
LINE, JOHN, EDWARD	I	VICE PRESIDENT & TREASURER	NA	Control
LINE, JOHN, EDWARD	I	VICE PRESIDENT & TREASURER	NA	Control
LINE, JOHN, EDWARD	I	VICE PRESIDENT & TREASURER	NA	Control
LINE, JOHN, EDWARD	I	VICE PRESIDENT & TREASURER	NA	Control
LINE, JOHN, EDWARD	I	VICE PRESIDENT & TREASURER	NA	Control
LINE, JOHN, EDWARD	I	VICE PRESIDENT & TREASURER	NA	Control
LINE, JOHN, EDWARD	I	VICE PRESIDENT & TREASURER	NA	Control
LINE, JOHN, EDWARD	I	VICE PRESIDENT & TREASURER	NA	Control
LINE, JOHN, EDWARD	I	VICE PRESIDENT & TREASURER	NA	Control
LINE, JOHN, EDWARD	I	VICE PRESIDENT & TREASURER	NA	Control
PALADINI, MATTHEW, MARK	I	MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER	NA	Control
PALADINI, MATTHEW, MARK	I	MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER	NA	Control
PALADINI, MATTHEW, MARK	I	MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER	NA	Control
PALADINI, MATTHEW, MARK	I	MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER	NA	Control
PALADINI, MATTHEW, MARK	I	MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER	NA	Control
PALADINI, MATTHEW, MARK	I	MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER	NA	Control
PALADINI, MATTHEW, MARK	I	MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER	NA	Control
PALADINI, MATTHEW, MARK	I	MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER	NA	Control
PALADINI, MATTHEW, MARK	I	MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER	NA	Control
PALADINI, MATTHEW, MARK	I	MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER	NA	Control
PALADINI, MATTHEW, MARK	I	MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER	NA	Control
PALADINI, MATTHEW, MARK	I	MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER	NA	Control
PALADINI, MATTHEW, MARK	I	MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER	NA	Control
PALADINI, MATTHEW, MARK	I	MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER	NA	Control
PALADINI, MATTHEW, MARK	I	MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER	NA	Control
PALADINI, MATTHEW, MARK	I	MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER	NA	Control
PALADINI, MATTHEW, MARK	I	MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER	NA	Control
PALADINI, MATTHEW, MARK	I	MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER	NA	Control
PALADINI, MATTHEW, MARK	I	MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER	NA	Control
PALADINI FINANCIAL MANAGEMENT, INC	DE	MEMBER	D	Control
PALADINI FINANCIAL MANAGEMENT, INC	DE	MEMBER	D	Control
PALADINI FINANCIAL MANAGEMENT, INC	DE	MEMBER	D	Control
PALADINI FINANCIAL MANAGEMENT, INC	DE	MEMBER	D	Control
PALADINI FINANCIAL MANAGEMENT, INC	DE	MEMBER	D	Control
PALADINI FINANCIAL MANAGEMENT, INC.	DE	MEMBER	D	Control
PALADINI FINANCIAL MANAGEMENT, INC.	DE	MEMBER	D	Control
PALADINI FINANCIAL MANAGEMENT, INC.	DE	MEMBER	D	Control
PALADINI FINANCIAL MANAGEMENT, INC.	DE	MEMBER	D	Control
PALADINI FINANCIAL MANAGEMENT, INC.	DE	MEMBER	D	Control
JOHN LINE, CPA, INC.	DE	MEMBER	C	Control
JOHN LINE, CPA, INC.	DE	MEMBER	C	Control
JOHN LINE, CPA, INC.	DE	MEMBER	C	Control
JOHN LINE, CPA, INC.	DE	MEMBER	C	Control
JOHN LINE, CPA, INC.	DE	MEMBER	C	Control
JOHN LINE, CPA, INC.	DE	MEMBER	C	Control
JOHN LINE, CPA, INC.	DE	MEMBER	C	Control
JOHN LINE, CPA, INC.	DE	MEMBER	C	Control
JOHN LINE, CPA, INC.	DE	MEMBER	C	Control
JOHN LINE, CPA, INC.	DE	MEMBER	C	Control
JOHN LINE, CPA, INC.	DE	MEMBER	C	Control
JOHN LINE, CPA, INC.	DE	MEMBER	C	Control
JOHN LINE, CPA, INC.	DE	MEMBER	C	Control
JOHN LINE, CPA, INC.	DE	MEMBER	C	Control
KELLY, WENDY, L.	I	PARTNER	C	Control
KELLY, WENDY, L.	I	PARTNER	C	Control
KELLY, WENDY, L.	I	PARTNER	C	Control
KELLY, WENDY, L.	I	PARTNER	C	Control
KELLY, WENDY, L.	I	PARTNER	C	Control
PALADINI FINANCIAL ADVISORS, LLC	DE	MEMBER	C	Control
PALADINI FINANCIAL ADVISORS, LLC	DE	MEMBER	C	Control
PALADINI FINANCIAL ADVISORS, LLC	DE	MEMBER	C	Control
PALADINI FINANCIAL ADVISORS, LLC	DE	MEMBER	C	Control
PALADINI FINANCIAL ADVISORS, LLC	DE	MEMBER	C	Control
PALADINI FINANCIAL ADVISORS, LLC	DE	MEMBER	C	Control
PALADINI FINANCIAL ADVISORS, LLC	DE	MEMBER	C	Control
PALADINI FINANCIAL ADVISORS, LLC	DE	MEMBER	C	Control
PALADINI FINANCIAL ADVISORS, LLC	DE	MEMBER	C	Control
WENDY L KELLY CFP LLC	DE	OWNER	B	Control
WENDY L KELLY CFP LLC	DE	OWNER	B	Control
WENDY L KELLY CFP LLC	DE	OWNER	B	Control
WENDY L KELLY CFP LLC	DE	OWNER	B	Control
WENDY L KELLY CFP LLC	DE	OWNER	B	Control
WENDY L KELLY CFP LLC	DE	OWNER	B	Control
WENDY L KELLY CFP LLC	DE	OWNER	B	Control
WENDY L KELLY CFP LLC	DE	OWNER	B	Control
WENDY L KELLY CFP LLC	DE	OWNER	B	Control
WENDY L KELLY CFP LLC	DE	OWNER	B	Control
WENDY L KELLY CFP LLC	DE	OWNER	B	Control
WENDY L KELLY CFP LLC	DE	OWNER	B	Control
WENDY L KELLY CFP LLC	DE	OWNER	B	Control
WENDY L KELLY CFP LLC	DE	OWNER	B	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
KELLY, WENDY, L.	I	WENDY L KELLY CFP LLC	E	Control
KELLY, WENDY, L.	I	WENDY L KELLY CFP LLC	E	Control
KELLY, WENDY, L.	I	WENDY L KELLY CFP LLC	E	Control
KELLY, WENDY, L.	I	WENDY L KELLY CFP LLC	E	Control
KELLY, WENDY, L.	I	WENDY L KELLY CFP LLC	E	Control
KELLY, WENDY, L.	I	WENDY L KELLY CFP LLC	E	Control
KELLY, WENDY, L.	I	WENDY L KELLY CFP LLC	E	Control
KELLY, WENDY, L.	I	WENDY L KELLY CFP LLC	E	Control
KELLY, WENDY, L.	I	WENDY L KELLY CFP LLC	E	Control
LINE, JOHN, EDWARD	I	JOHN LINE, CPA, INC.	E	Control
LINE, JOHN, EDWARD	I	JOHN LINE, CPA, INC.	E	Control
LINE, JOHN, EDWARD	I	JOHN LINE, CPA, INC.	E	Control
LINE, JOHN, EDWARD	I	JOHN LINE, CPA, INC.	E	Control
LINE, JOHN, EDWARD	I	JOHN LINE, CPA, INC.	E	Control
LINE, JOHN, EDWARD	I	JOHN LINE, CPA, INC.	E	Control
LINE, JOHN, EDWARD	I	JOHN LINE, CPA, INC.	E	Control
LINE, JOHN, EDWARD	I	JOHN LINE, CPA, INC.	E	Control
LINE, JOHN, EDWARD	I	JOHN LINE, CPA, INC.	E	Control
LINE, JOHN, EDWARD	I	JOHN LINE, CPA, INC.	E	Control
LINE, JOHN, EDWARD	I	JOHN LINE, CPA, INC.	E	Control
LINE, JOHN, EDWARD	I	JOHN LINE, CPA, INC.	E	Control
LINE, JOHN, EDWARD	I	JOHN LINE, CPA, INC.	E	Control
LINE, JOHN, EDWARD	I	JOHN LINE, CPA, INC.	E	Control
PALADINI, MATTHEW, MARK	I	PALADINI FINANCIAL MANAGEMENT, INC.	E	Control
PALADINI, MATTHEW, MARK	I	PALADINI FINANCIAL MANAGEMENT, INC.	E	Control
PALADINI, MATTHEW, MARK	I	PALADINI FINANCIAL MANAGEMENT, INC.	E	Control
PALADINI, MATTHEW, MARK	I	PALADINI FINANCIAL MANAGEMENT, INC.	E	Control
PALADINI, MATTHEW, MARK	I	PALADINI FINANCIAL MANAGEMENT, INC.	E	Control
PALADINI, MATTHEW, MARK	I	PALADINI FINANCIAL ADVISORS, LLC	E	Control
PALADINI, MATTHEW, MARK	I	PALADINI FINANCIAL ADVISORS, LLC	E	Control
PALADINI, MATTHEW, MARK	I	PALADINI FINANCIAL ADVISORS, LLC	E	Control
PALADINI, MATTHEW, MARK	I	PALADINI FINANCIAL ADVISORS, LLC	E	Control
PALADINI, MATTHEW, MARK	I	PALADINI FINANCIAL ADVISORS, LLC	E	Control
PALADINI, MATTHEW, MARK	I	PALADINI FINANCIAL ADVISORS, LLC	E	Control
PALADINI, MATTHEW, MARK	I	PALADINI FINANCIAL ADVISORS, LLC	E	Control
PALADINI, MATTHEW, MARK	I	PALADINI FINANCIAL ADVISORS, LLC	E	Control
PALADINI, MATTHEW, MARK	I	PALADINI FINANCIAL ADVISORS, LLC	E	Control
PALADINI, MATTHEW, MARK	I	PALADINI FINANCIAL MANAGEMENT, INC	D	Control
PALADINI, MATTHEW, MARK	I	PALADINI FINANCIAL MANAGEMENT, INC	D	Control
PALADINI, MATTHEW, MARK	I	PALADINI FINANCIAL MANAGEMENT, INC	D	Control
PALADINI, MATTHEW, MARK	I	PALADINI FINANCIAL MANAGEMENT, INC	D	Control
PALADINI, MATTHEW, MARK	I	PALADINI FINANCIAL MANAGEMENT, INC	D	Control
KELLY, WENDY, L.	I	WENDY L KELLY CFP LLC	C	Control
KELLY, WENDY, L.	I	WENDY L KELLY CFP LLC	C	Control
KELLY, WENDY, L.	I	WENDY L KELLY CFP LLC	C	Control
KELLY, WENDY, L.	I	WENDY L KELLY CFP LLC	C	Control
KELLY, WENDY, L.	I	WENDY L KELLY CFP LLC	C	Control

Registrations

Federal

Mar 9, 2024 REGISTERED

Notice Filings (11)

FL GA LA NC ND NE NH OK SC TX WA

Address

2015 EAST LAMAR BLVD
SUITE 200
ARLINGTON, TX 76006
United States

Phone: 817-704-7788