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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- NorthFrontier +more
- Established Date
- 04-03-2020
- Office Locations
- 1
Office Locations
About Paladino Wealth
Paladino Wealth is an independent SEC-registered RIA outside Houston providing personalized financial planning and discretionary portfolio management, with a specialty serving airline pilots (and other working professionals, including doctors and business owners). The firm emphasizes direct access to decision-makers, deep expertise in employer retirement/benefit plans, and flexible virtual or in-person service. Portfolios span equities and fixed income, with experience in alternatives/derivatives; custody includes Schwab.
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Owner & Executives
WILLIAM JOSEPH PALADINO JR
Managing Member, Wealth Advisor
- CRD
- #5834266
- Ownership
- 75% or more
SUZANNE MARION HAMMER
Advisor, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $144,147,405 | $900,921 |
| Non-Discretionary | $0 | -- |
| Total | $144,147,405 | $900,921 |
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Separately Managed Accounts
Total SMA Asset: $144,147,405
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $399,969,714 | 18.2% |
| Cash | $351,621,727 | 16.0% |
| Public Funds | $793,346,521 | 36.1% |
| Derivatives | $652,697,829 | 29.7% |
| Total | $2,197,635,791 | 100.0% |