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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2022
- Office Locations
- 1
Office Locations
About Paladin Wealth Management
Paladin Wealth Management is a law enforcement-owned, fee-only fiduciary providing financial planning and investment management exclusively for first responders, medical workers, and dispatchers. The firm builds lifestyle-centered, custom plans with ongoing follow-up and constructs portfolios that commonly use ETFs and fixed income. Notably, families of members who die in the line of duty receive financial planning free for life. Schwab is listed as custodian.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
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Owner & Executives
Coty Barker
Chief Compliance Officer, Managing Member
- CRD
- #7007969
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $410,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $410,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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