{
  "crd_number": 132024,
  "slug": "paladin-partners-hartland-wi-132024",
  "primary_business_name": "PALADIN PARTNERS",
  "legal_name": "PALADIN PARTNERS, LLC",
  "dbas": [],
  "city": "Hartland",
  "state": "WI",
  "country": "United States",
  "cbsa_code": "33340",
  "metro": {
    "cbsa_code": "33340",
    "common_name": "Milwaukee",
    "msa_name": "Milwaukee-Waukesha, WI",
    "path": "/advisors/wi/milwaukee"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-07-23",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-12",
  "carried_forward": false,
  "raum_total": 198517308.0,
  "raum_discretionary": 198517308.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 196846794.0,
      "count": 13
    },
    "high_net_worth_individuals": {
      "raum": 1670514.0,
      "count": 32
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NH",
    "TX",
    "WI"
  ],
  "websites": [
    "https://facebook.com/PALADIN-PARTNERS-LLC-136012053144516",
    "https://paladinpartners.biz"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/132024",
  "city_as_filed": "HARTLAND",
  "url": "https://advisorcensus.com/firm/paladin-partners-hartland-wi-132024",
  "display_name": "Paladin Partners",
  "summary": "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.",
  "citation": "AdvisorCensus. Paladin Partners (CRD 132024): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Paladin Partners compensated?",
      "a": "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)."
    },
    {
      "q": "Where is Paladin Partners located?",
      "a": "Paladin Partners' principal office is in Hartland, WI, according to its Form ADV."
    },
    {
      "q": "Is Paladin Partners registered with the SEC or a state?",
      "a": "Paladin Partners is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 132024."
    },
    {
      "q": "How much does Paladin Partners manage?",
      "a": "Paladin Partners reports $198,517,308 in regulatory assets under management in its Form ADV filing dated August 12, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Paladin Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (32); individuals (other than high net worth individuals) (13)."
    },
    {
      "q": "Which custodians does Paladin Partners use?",
      "a": "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."
    },
    {
      "q": "Does Paladin Partners report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Paladin Partners state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Paladin Partners' recent Form ADV filings?",
      "a": "In the September 2026 filing data: Registered or notice-filed in NH, TX."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Registered or notice-filed in NH, TX."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 12, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "None",
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Paladin does not require a minimum account size, or minimum fee as a condition to providing its services."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: None"
        ],
        "quotes": [
          "Paladin does not require a minimum account size, or minimum fee as a condition to providing its services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": 0.0,
      "planning": []
    },
    "quotes": [
      "Paladin does not require a minimum account size, or minimum fee as a condition to providing its services.",
      "Paladin does not require a minimum account size, or minimum fee as a condition to providing its services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "RBC Capital Markets, LLC",
      "name_as_filed": "RBC CAPITAL MARKETS, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/paladin-partners-hartland-wi-132024.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 13,
      "fewer_than_5": false,
      "raum": 196846794.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 32,
      "fewer_than_5": false,
      "raum": 1670514.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/132024",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}