AdvisorCensus / Financial advisors / Wisconsin / Milwaukee / Paladin Partners
Paladin Partners is an SEC-registered investment advisory firm in Hartland, WI, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 12, 2026.
Quick answers
From the filingHow is Paladin Partners compensated?
On its Form ADV (Item 5.E, October 2026), Paladin Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Paladin Partners located?
Paladin Partners' principal office is in Hartland, WI, according to its Form ADV.
Is Paladin Partners registered with the SEC or a state?
Paladin Partners is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 132024.
How much does Paladin Partners manage?
Paladin Partners reports $198,517,308 in regulatory assets under management in its Form ADV filing dated August 12, 2026 (100% discretionary).
What types of clients does Paladin Partners serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (32); individuals (other than high net worth individuals) (13).
Which custodians does Paladin Partners use?
Paladin Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and RBC Capital Markets, LLC as custodians holding 10% or more of its separately managed account assets.
Does Paladin Partners report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/132024
Does Paladin Partners state an account minimum?
Its Form ADV Part 2A brochure dated August 12, 2026 says: "Paladin does not require a minimum account size, or minimum fee as a condition to providing its services."
What changed in Paladin Partners' recent Form ADV filings?
In the September 2026 filing data: Registered or notice-filed in NH, TX.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
Paladin does not require a minimum account size, or minimum fee as a condition to providing its services.
Minimum annual fee: None
The brochure's wording
Paladin does not require a minimum account size, or minimum fee as a condition to providing its services.
As stated in the firm's Form ADV Part 2A brochure dated August 12, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$198,517,308 as of October 2026, filing dated August 12, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Paladin Partners, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- September 2026
- Registered or notice-filed in NH, TX.
- August 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Paladin Partners (CRD 132024): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/paladin-partners-hartland-wi-132024