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- Custodian
- Charles Schwab & Company · US Bank · Wells Fargo
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 5, 2025 and March 5, 2026, reported AUM increased 31.0%, from $213.6M to $279.8M.
Across 5 reported observations, AUM increased 35.1% between November 7, 2022 and March 5, 2026, from $207.1M to $279.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 102 clients, or 34 clients per representative. That equates to $2.7M in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Paladin Wealth Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Paladin Wealth Partners has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Paladin Wealth Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.