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- Custodian
- Charles Schwab & Company · US Bank · Wells Fargo
- Clients
- Retail
- Platforms
- Catalyst wave
- Established Date
- 11-15-2016
- Office Locations
- 1
Office Locations
About Paladin Wealth Partners
Paladin Wealth Partners is an independent, fiduciary wealth management firm providing comprehensive financial planning, tax and estate planning coordination, and in-house investment management tailored to each client. The team acts as the quarterback across a client’s other advisors to keep plans accountable and on track. Portfolios commonly use public funds and ETFs, and the firm works with custodians including Charles Schwab.
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Owner & Executives
BRADLEY WILLIAM CLARK
Chief Compliance Officer, Chief Investment Officer, Managing Member, Partner
- CRD
- #4983613
- Ownership
- 50% but less than 75%
ADAM CHARLES BORMANN
Managing Member, Partner
- CRD
- #4476079
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Tyler Kennedy Kromkowski
Analyst
- CRD
- #7197767
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $279,780,412 | $938,860 |
| Non-Discretionary | $0 | -- |
| Total | $279,780,412 | $938,860 |
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Separately Managed Accounts
Total SMA Asset: $279,780,412
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,039,858,820 | 22.6% |
| Equity - Exchange | $644,160,331 | 14.0% |
| Municipal Bonds | $1,251,511,500 | 27.2% |
| Cash | $441,709,941 | 9.6% |
| Corporate - Investment Grade | $538,333,991 | 11.7% |
| U.S. Government/Agency | $685,570,638 | 14.9% |
| Total | $4,601,145,221 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST OAK | FOCUS VERTEX | RICR5040U | VQF | 2.51% | $47,042,842 |
| MOMENTUM DELTA | GLACIER MERIDIAN | 3V0BILG49 | JWNHY | 10.28% | $25,276,401 |
| OPTIMA MERIDIAN | FOCUS BEACON | 1DE8R2SE7 | ZPRQ | 6.09% | $63,893,761 |
| CATALYST PIONEER ALPHA | FOUNDATION SUMMIT | TJIS54HAV | QQOOB | 1.80% | $89,894,789 |
| CAPITAL OPTIMA | OPTIMA CATALYST | 7B3S026NS | GLON | 7.61% | $49,409,392 |
| FOCUS HORIZON RIDGE | MOMENTUM ELEMENT | WVKQECNP8 | WLV | 2.88% | $64,476,366 |
| EAGLE MOMENTUM LEGACY | ATLAS SIGNAL | ICYGEHN13 | MGKRX | 0.90% | $15,897,641 |
| VALUE MERIDIAN | BRIDGE MATRIX | 9Y4D6R0IV | OQO | 2.11% | $106,181,234 |