PALADIN WEALTH, LLC
Legal name: PALADIN FINANCIAL
CRD #288387 SEC #801-128300 ARDEN HILLS, MN 651-842-8406
SEC Registered
Total AUM
$182.5M
Discretionary
$180.8M
Employees
7
Clients
26
Accounts
1,268
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $182.5M | $180.8M | $1.7M | 7 | 9 |
| Oct 2025 | $182.5M | $180.8M | $1.7M | 7 | 9 |
| Mar 2025 | $151M | $150.5M | $575.5K | 7 | 9 |
| Jan 2025 | $151M | $150.5M | $575.5K | 7 | 9 |
| Oct 2024 | $142.4M | $140.5M | $2M | 7 | 9 |
| Aug 2024 | $113M | $113M | $0 | 6 | 9 |
| Aug 2024 | $113M | $113M | $0 | 6 | 9 |
| Apr 2024 | $113M | $113M | $0 | 6 | 9 |
| Mar 2024 | $113M | $113M | $0 | 7 | 9 |
| Jan 2024 | $112.7M | $112.7M | $0 | 9 | 0 |
| Oct 2023 | $112.7M | $112.7M | $0 | 9 | 0 |
| Oct 2023 | $112.7M | $112.7M | $0 | 10 | 0 |
| Sep 2023 | $112.7M | $112.7M | $0 | 10 | 0 |
| Aug 2023 | $101.4M | $101.4M | $0 | 10 | 0 |
| Jul 2023 | $101.4M | $101.4M | $0 | 10 | 0 |
| Jul 2023 | $101.4M | $101.4M | $0 | 9 | 0 |
| Jul 2023 | $101.4M | $101.4M | $0 | 9 | 0 |
| Jul 2023 | $101.4M | $101.4M | $0 | 9 | 0 |
| Jun 2023 | $101.4M | $101.4M | $0 | 9 | 0 |
DateDec 2025
Total AUM$182.5M
Discretionary$180.8M
Non-Disc.$1.7M
Employees7
Clients9
DateOct 2025
Total AUM$182.5M
Discretionary$180.8M
Non-Disc.$1.7M
Employees7
Clients9
DateMar 2025
Total AUM$151M
Discretionary$150.5M
Non-Disc.$575.5K
Employees7
Clients9
DateJan 2025
Total AUM$151M
Discretionary$150.5M
Non-Disc.$575.5K
Employees7
Clients9
DateOct 2024
Total AUM$142.4M
Discretionary$140.5M
Non-Disc.$2M
Employees7
Clients9
DateAug 2024
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees6
Clients9
DateAug 2024
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees6
Clients9
DateApr 2024
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees6
Clients9
DateMar 2024
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees7
Clients9
DateJan 2024
Total AUM$112.7M
Discretionary$112.7M
Non-Disc.$0
Employees9
Clients0
DateOct 2023
Total AUM$112.7M
Discretionary$112.7M
Non-Disc.$0
Employees9
Clients0
DateOct 2023
Total AUM$112.7M
Discretionary$112.7M
Non-Disc.$0
Employees10
Clients0
DateSep 2023
Total AUM$112.7M
Discretionary$112.7M
Non-Disc.$0
Employees10
Clients0
DateAug 2023
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees10
Clients0
DateJul 2023
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees10
Clients0
DateJul 2023
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees9
Clients0
DateJul 2023
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees9
Clients0
DateJul 2023
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees9
Clients0
DateJun 2023
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees9
Clients0