PALADIN ADVISORY GROUP, LLC
Legal name: PALADIN WEALTH PARTNERS
CRD #285303 SEC #801-112430 CLIVE, IA 515-348-6080
SEC Registered
Total AUM
$213.6M
Discretionary
$213.6M
Employees
4
Clients
10
Accounts
283
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $213.6M | $213.6M | $0 | 4 | 0 |
| Feb 2025 | $213.6M | $213.6M | $0 | 4 | 0 |
| Mar 2024 | $186.7M | $186.7M | $0 | 5 | 0 |
| Mar 2023 | $173.4M | $169.2M | $4.2M | 5 | 0 |
| Nov 2022 | $207.1M | $202.8M | $4.3M | 5 | 0 |
| May 2022 | $207.1M | $202.8M | $4.3M | 5 | 0 |
| Feb 2022 | $207.1M | $202.8M | $4.3M | 5 | 0 |
| Feb 2022 | $207.1M | $202.8M | $4.3M | 5 | 0 |
| Jan 2022 | $207.1M | $202.8M | $4.3M | 5 | 0 |
| Feb 2021 | $178.4M | $178.4M | $0 | 5 | 0 |
| Sep 2020 | $157.2M | $154M | $3.2M | 5 | 0 |
| Jun 2020 | $157.2M | $154M | $3.2M | 5 | 0 |
| May 2020 | $157.2M | $154M | $3.2M | 5 | 0 |
| Jan 2020 | $157.2M | $154M | $3.2M | 5 | 0 |
| Jun 2019 | $133.3M | $130.3M | $3M | 5 | 0 |
| Jan 2019 | $133.3M | $130.3M | $3M | 5 | 0 |
| Oct 2018 | $127.3M | $123.8M | $3.6M | 4 | 0 |
| Mar 2018 | $127.3M | $123.8M | $3.6M | 4 | 0 |
| Jan 2018 | $127.3M | $123.8M | $3.6M | 4 | 0 |
DateMar 2025
Total AUM$213.6M
Discretionary$213.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$213.6M
Discretionary$213.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$186.7M
Discretionary$186.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$173.4M
Discretionary$169.2M
Non-Disc.$4.2M
Employees5
Clients0
DateNov 2022
Total AUM$207.1M
Discretionary$202.8M
Non-Disc.$4.3M
Employees5
Clients0
DateMay 2022
Total AUM$207.1M
Discretionary$202.8M
Non-Disc.$4.3M
Employees5
Clients0
DateFeb 2022
Total AUM$207.1M
Discretionary$202.8M
Non-Disc.$4.3M
Employees5
Clients0
DateFeb 2022
Total AUM$207.1M
Discretionary$202.8M
Non-Disc.$4.3M
Employees5
Clients0
DateJan 2022
Total AUM$207.1M
Discretionary$202.8M
Non-Disc.$4.3M
Employees5
Clients0
DateFeb 2021
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees5
Clients0
DateSep 2020
Total AUM$157.2M
Discretionary$154M
Non-Disc.$3.2M
Employees5
Clients0
DateJun 2020
Total AUM$157.2M
Discretionary$154M
Non-Disc.$3.2M
Employees5
Clients0
DateMay 2020
Total AUM$157.2M
Discretionary$154M
Non-Disc.$3.2M
Employees5
Clients0
DateJan 2020
Total AUM$157.2M
Discretionary$154M
Non-Disc.$3.2M
Employees5
Clients0
DateJun 2019
Total AUM$133.3M
Discretionary$130.3M
Non-Disc.$3M
Employees5
Clients0
DateJan 2019
Total AUM$133.3M
Discretionary$130.3M
Non-Disc.$3M
Employees5
Clients0
DateOct 2018
Total AUM$127.3M
Discretionary$123.8M
Non-Disc.$3.6M
Employees4
Clients0
DateMar 2018
Total AUM$127.3M
Discretionary$123.8M
Non-Disc.$3.6M
Employees4
Clients0
DateJan 2018
Total AUM$127.3M
Discretionary$123.8M
Non-Disc.$3.6M
Employees4
Clients0