PALADIN WEALTH PARTNERS
PALADIN ADVISORY GROUP, LLC Legal Name
Adviser information for PALADIN WEALTH PARTNERS last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Iowa, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 252 | $186.7M |
| Non-Discretionary | 0 | $0 |
| Total | 252 | $186.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 42 | $16.7M |
| HNW Individuals | 48 | $170.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Principal Office
13375 UNIVERSITY AVENUE, SUITE 300CLIVE
IA
United States
Monday - Friday, 8:30AM-5:00PM
Tel: 515-348-6080, Fax: None
Websites
Chief Compliance Officer
BRADLEY W. CLARK
MANAGING MEMBER, CIO, CCO
13375 UNIVERSITY AVENUE, SUITE 300
CLIVE
IA
United States
Tel:
515-348-6083
B*****@************M
(Full email address available in API data)
Regulatory Contact
ANGELA SCHRAD
COMPLIANCE CONSULTANT
6554 S. SYCAMORE ST.
LITTLETON
CO
United States
Tel:
303-522-1907
S******@**************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CLARK, BRADLEY, WILLIAM | Individual | – | MANAGING MEMBER, CIO, CCO | 09/2016 | 25-50% |
| PRATT, TIMOTHY, EUGENE | Individual | – | MANAGING MEMBER | 09/2016 | 10-25% |
| MINKLER, DEBRA, JEAN | Individual | – | MANAGING MEMBER | 09/2016 | 10-25% |
| BORMANN, ADAM, CHARLES | Individual | – | MANAGING MEMBER | 01/2020 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 24th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | 330K | 1K | – |
| ADOBE INC | COM | 505K | 901 | – |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 627K | 9K | – |
| ALPHABET INC | CAP STK CL A | 2M | 11K | – |
| ALPHABET INC | CAP STK CL C | 1M | 6K | – |
| AMAZON COM INC | COM | 2M | 10K | – |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 3M | 55K | – |
| AMERICAN TOWER CORP NEW | COM | 446K | 2K | – |
| AMPHENOL CORP NEW | CL A | 231K | 3K | – |
| APPLE INC | COM | 4M | 19K | – |
| BANK AMERICA CORP | COM | 284K | 7K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 254K | 626 | – |
| BOOKING HOLDINGS INC | COM | 330K | 85 | – |
| BROADCOM INC | COM | 932K | 568 | – |
| CHUBB LIMITED | COM | 1M | 5K | – |
| COSTCO WHSL CORP NEW | COM | 374K | 442 | – |
| EATON CORP PLC | SHS | 458K | 1K | – |
| ELI LILLY & CO | COM | 539K | 590 | – |
| GLOBAL X FDS | US INFR DEV ETF | 3M | 74K | – |
| GOLDMAN SACHS PHYSICAL GOLD | UNIT | 1M | 64K | – |
| HOME DEPOT INC | COM | 311K | 925 | – |
| HONEYWELL INTL INC | COM | 285K | 1K | – |
| ILLINOIS TOOL WKS INC | COM | 257K | 1K | – |
| INTERCONTINENTAL EXCHANGE IN | COM | 202K | 1K | – |
| INVESCO QQQ TR | UNIT SER 1 | 3M | 6K | – |
| ISHARES INC | CORE MSCI EMKT | 231K | 4K | – |
| ISHARES TR | CORE DIV GRWTH | 932K | 16K | – |
| ISHARES TR | CORE MSCI EAFE | 6M | 81K | – |
| ISHARES TR | CORE S&P MCP ETF | 608K | 10K | – |
| ISHARES TR | CORE S&P SCP ETF | 3M | 25K | – |
| ISHARES TR | CORE S&P500 ETF | 3M | 6K | – |
| ISHARES TR | EAFE GRWTH ETF | 2M | 18K | – |
| ISHARES TR | ISHS 5-10YR INVT | 315K | 6K | – |
| ISHARES TR | MORNINGSTAR GRWT | 368K | 4K | – |
| ISHARES TR | MSCI EAFE ETF | 1M | 15K | – |
| ISHARES TR | NATIONAL MUN ETF | 3M | 27K | – |
| ISHARES TR | RUS 1000 GRW ETF | 9M | 24K | – |
| ISHARES TR | RUS 1000 VAL ETF | 649K | 4K | – |
| ISHARES TR | RUS 2000 GRW ETF | 328K | 1K | – |
| ISHARES TR | RUS MD CP GR ETF | 350K | 3K | – |
| ISHARES TR | U.S. REAL ES ETF | 365K | 4K | – |
| ISHARES TR | US TREAS BD ETF | 7M | 307K | – |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 2M | 29K | – |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 4M | 83K | – |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 3M | 50K | – |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 5M | 94K | – |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 1M | 27K | – |
| JPMORGAN CHASE & CO. | COM | 576K | 3K | – |
| MASTERCARD INCORPORATED | CL A | 1M | 3K | – |
| MERCK & CO INC | COM | 271K | 2K | – |
| META PLATFORMS INC | CL A | 638K | 1K | – |
| MICRON TECHNOLOGY INC | COM | 571K | 4K | – |
| MICROSOFT CORP | COM | 2M | 4K | – |
| NVIDIA CORPORATION | COM | 2M | 19K | – |
| PIMCO ETF TR | INTER MUN BD ACT | 3M | 51K | – |
| PROSHARES TR | S&P 500 DV ARIST | 4M | 39K | – |
| SALESFORCE INC | COM | 375K | 1K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 4M | 51K | – |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 302K | 3K | – |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 3M | 68K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 494K | 2K | – |
| SPDR GOLD TR | GOLD SHS | 337K | 2K | – |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 2M | 56K | – |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 314K | 8K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 3M | 5K | – |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 3M | 6K | – |
| SPDR SER TR | PORTFOLIO AGRGTE | 1M | 48K | – |
| SPDR SER TR | PORTFOLIO S&P600 | 471K | 11K | – |
| SPDR SER TR | PRTFLO S&P500 GW | 345K | 4K | – |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 2M | 37K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 418K | 2K | – |
| TRANE TECHNOLOGIES PLC | SHS | 574K | 2K | – |
| UNITEDHEALTH GROUP INC | COM | 858K | 2K | – |
| US BANCORP DEL | COM NEW | 304K | 8K | – |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 275K | 3K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2M | 3K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2M | 6K | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 532K | 4K | – |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 233K | 3K | – |
| VISA INC | COM CL A | 481K | 2K | – |
| ABBOTT LABS | COM | 198K | 2K | – |
| AGILENT TECHNOLOGIES INC | COM | 103K | 810 | – |
| ALLEGION PLC | ORD SHS | 20K | 175 | – |
| ALLIANT ENERGY CORP | COM | 15K | 286 | – |
| AMGEN INC | COM | 4K | 13 | – |
| APPLIED MATLS INC | COM | 119K | 500 | – |
| ARK ETF TR | GENOMIC REV ETF | 9K | 400 | – |
| BLOCK H & R INC | COM | 196K | 4K | – |
| BLOOM ENERGY CORP | COM CL A | 5K | 418 | – |
| BOEING CO | COM | 96K | 513 | – |
| CARRIER GLOBAL CORPORATION | COM | 73K | 1K | – |
| CASEYS GEN STORES INC | COM | 32K | 84 | – |
| CELANESE CORP DEL | COM | 143K | 1K | – |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 2K | 35 | – |
| COMCAST CORP NEW | CL A | 34K | 880 | – |
| CONOCOPHILLIPS | COM | 19K | 169 | – |
| CONSTELLATION BRANDS INC | CL A | 57K | 223 | – |
| CONSTELLATION ENERGY CORP | COM | 6K | 29 | – |
| CORTEVA INC | COM | 2K | 41 | – |
| CROWN CASTLE INC | COM | 2K | 22 | – |
| CSX CORP | COM | 181K | 5K | – |
| CUMMINS INC | COM | 78K | 288 | – |
| CVS HEALTH CORP | COM | 33K | 574 | – |
| DANAHER CORPORATION | COM | 6K | 25 | – |
| DELTA AIR LINES INC DEL | COM NEW | 23K | 500 | – |
| DISNEY WALT CO | COM | 59K | 599 | – |
| DOLLAR TREE INC | COM | 115K | 1K | – |
| DOVER CORP | COM | 48K | 272 | – |
| ECOLAB INC | COM | 73K | 309 | – |
| EDWARDS LIFESCIENCES CORP | COM | 122K | 1K | – |
| EMERSON ELEC CO | COM | 32K | 292 | – |
| EVERGY INC | COM | 8K | 145 | – |
| EVERSOURCE ENERGY | COM | 19K | 334 | – |
| EXELON CORP | COM | 3K | 87 | – |
| EXXON MOBIL CORP | COM | 58K | 504 | – |
| FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 74K | 4K | – |
| GALLAGHER ARTHUR J & CO | COM | 52K | 200 | – |
| GLOBAL X FDS | LITHIUM BTRY ETF | 5K | 130 | – |
| GLOBE LIFE INC | COM | 126K | 2K | – |
| GOLDMAN SACHS GROUP INC | COM | 108K | 234 | – |
| INGERSOLL RAND INC | COM | 99K | 1K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 61K | 348 | – |
| INTUIT | COM | 57K | 87 | – |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | 161K | 8K | – |
| ISHARES TR | 0-5YR HI YL CP | 43K | 1K | – |
| ISHARES TR | AGGRES ALLOC ETF | 598 | 8 | – |
| ISHARES TR | CORE HIGH DV ETF | 129K | 1K | – |
| ISHARES TR | CORE MSCI INTL | 34K | 511 | – |
| ISHARES TR | CORE US AGGBD ET | 64K | 669 | – |
| ISHARES TR | CRE U S REIT ETF | 106 | 2 | – |
| ISHARES TR | EAFE VALUE ETF | 9K | 178 | – |
| ISHARES TR | GLOB HLTHCRE ETF | 39K | 420 | – |
| ISHARES TR | HDG MSCI EAFE | 16K | 435 | – |
| ISHARES TR | ISHARES BIOTECH | 56K | 407 | – |
| ISHARES TR | MSCI ACWI ETF | 9K | 79 | – |
| ISHARES TR | MSCI EAFE MIN VL | 144K | 2K | – |
| ISHARES TR | RUS 1000 ETF | 92K | 308 | – |
| ISHARES TR | RUS MID CAP ETF | 27K | 337 | – |
| ISHARES TR | S&P 100 ETF | 10K | 36 | – |
| ISHARES TR | S&P 500 GRWT ETF | 2K | 21 | – |
| ISHARES TR | S&P 500 VAL ETF | 55K | 302 | – |
| ISHARES TR | SELECT DIVID ETF | 13K | 108 | – |
| ISHARES TR | U.S. ENERGY ETF | 49K | 1K | – |
| ISHARES TR | U.S. MED DVC ETF | 56K | 1K | – |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 160K | 3K | – |
| KENVUE INC | COM | 7K | 401 | – |
| L3HARRIS TECHNOLOGIES INC | COM | 4K | 19 | – |
| LAUDER ESTEE COS INC | CL A | 83K | 787 | – |
| LCI INDS | COM | 2K | 20 | – |
| LINDE PLC | SHS | 140K | 326 | – |
| LOCKHEED MARTIN CORP | COM | 28K | 61 | – |
| LOWES COS INC | COM | 195K | 911 | – |
| LUCID GROUP INC | COM | 264 | 100 | – |
| LUMOS PHARMA INC | COM | 10K | 4K | – |
| MCDONALDS CORP | COM | 76K | 304 | – |
| MCKESSON CORP | COM | 147K | 251 | – |
| MEDTRONIC PLC | SHS | 10K | 132 | – |
| MONDELEZ INTL INC | CL A | 69K | 1K | – |
| MONSTER BEVERAGE CORP NEW | COM | 167K | 3K | – |
| MORGAN STANLEY | COM NEW | 115K | 1K | – |
| NET LEASE OFFICE PROPERTIES | COM | 951 | 39 | – |
| NIKE INC | CL B | 166K | 2K | – |
| NOVARTIS AG | SPONSORED ADR | 27K | 252 | – |
| NUTRIEN LTD | COM | 23K | 468 | – |
| ORACLE CORP | COM | 120K | 837 | – |
| OTIS WORLDWIDE CORP | COM | 34K | 353 | – |
| PALANTIR TECHNOLOGIES INC | CL A | 5K | 200 | – |
| PARKER-HANNIFIN CORP | COM | 85K | 169 | – |
| PEPSICO INC | COM | 197K | 1K | – |
| PFIZER INC | COM | 137K | 5K | – |
| PLAYAGS INC | COM | 10K | 900 | – |
| PRINCIPAL FINANCIAL GROUP IN | COM | 35K | 449 | – |
| PROCTER AND GAMBLE CO | COM | 92K | 568 | – |
| PROSHARES TR | RUSS 2000 DIVD | 6K | 101 | – |
| QUALCOMM INC | COM | 25K | 126 | – |
| ROCKWELL AUTOMATION INC | COM | 20K | 74 | – |
| ROLLINS INC | COM | 49K | 1K | – |
| RTX CORPORATION | COM | 150K | 2K | – |
| SCHWAB CHARLES CORP | COM | 4K | 52 | – |
| SELECT SECTOR SPDR TR | COMMUNICATION | 69K | 807 | – |
| SELECT SECTOR SPDR TR | ENERGY | 41K | 449 | – |
| SELECT SECTOR SPDR TR | INDL | 150K | 1K | – |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 117K | 637 | – |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 60K | 784 | – |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 54K | 373 | – |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 24K | 362 | – |
| SNOWFLAKE INC | CL A | 10K | 68 | – |
| SPDR INDEX SHS FDS | DJ INTL RL ETF | 79K | 3K | – |
| SPDR SER TR | BLOOMBERG 1 10 Y | 156K | 8K | – |
| SPDR SER TR | NUVEEN BLOOMBERG | 6K | 225 | – |
| SPDR SER TR | PORTFOLI S&P1500 | 19K | 286 | – |
| SPDR SER TR | PORTFOLIO S&P400 | 156K | 3K | – |
| SPDR SER TR | PORTFOLIO S&P500 | 79K | 1K | – |
| SPDR SER TR | PRTFLO S&P500 VL | 12K | 254 | – |
| SPDR SER TR | S&P 600 SMCP GRW | 7K | 87 | – |
| SPDR SER TR | SSGA US LRG ETF | 46K | 304 | – |
| STARBUCKS CORP | COM | 155K | 2K | – |
| STRYKER CORPORATION | COM | 42K | 125 | – |
| T-MOBILE US INC | COM | 6K | 31 | – |
| TESLA INC | COM | 74K | 354 | – |
| THE CIGNA GROUP | COM | 29K | 90 | – |
| THERMO FISHER SCIENTIFIC INC | COM | 7K | 13 | – |
| TYSON FOODS INC | CL A | 17K | 300 | – |
| UBER TECHNOLOGIES INC | COM | 28K | 400 | – |
| VALERO ENERGY CORP | COM | 126K | 800 | – |
| VANGUARD INDEX FDS | GROWTH ETF | 18K | 49 | – |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 13K | 57 | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 77K | 355 | – |
| VANGUARD INDEX FDS | VALUE ETF | 19K | 118 | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 6K | 143 | – |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 61K | 1K | – |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 96K | 1K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 28K | 572 | – |
| VANGUARD WORLD FD | ENERGY ETF | 7K | 52 | – |
| VANGUARD WORLD FD | FINANCIALS ETF | 44K | 444 | – |
| VANGUARD WORLD FD | UTILITIES ETF | 56K | 380 | – |
| VERALTO CORP | COM SHS | 764 | 8 | – |
| VERIZON COMMUNICATIONS INC | COM | 49K | 1K | – |
| VISTA OUTDOOR INC | COM | 4K | 100 | – |
| VOYA FINANCIAL INC | COM | 30K | 415 | – |
| WELLS FARGO CO NEW | COM | 58K | 958 | – |
| WHIRLPOOL CORP | COM | 2K | 23 | – |
| WORKIVA INC | COM CL A | 133K | 2K | – |
| WP CAREY INC | COM | 33K | 598 | – |
| YUM BRANDS INC | COM | 125K | 964 | – |