Paladin Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Paladin Wealth Partners provides wealth management and advisory services to individuals (including high‑net‑worth clients), retirement and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers both discretionary and non‑discretionary investment management, standalone financial planning and consulting, and retirement plan consulting tailored to plan sponsors.
Portfolios are built primarily with mutual funds and exchange‑traded funds and are managed using a mix of fundamental, technical and charting analysis along with modern portfolio theory, with allocations customized to each client’s objectives, risk tolerance and time horizon. Accounts are monitored on an ongoing basis with internal reviews at least quarterly, and the firm acts as a fiduciary to clients and, where applicable, as an ERISA fiduciary for retirement accounts.
Paladin manages roughly $280 million in discretionary assets across a three‑advisor team and about 100 client relationships, a scale that yields a relatively high asset‑per‑advisor ratio for a supported firm. The brochure discloses that certain investment adviser representatives are separately licensed as independent insurance agents who may sell insurance on a commission basis (clients are not required to purchase through them), and the firm maintains an institutional custody relationship that provides access to platform and research services.
Client services
Expertise
Fee options
Financial planning fixed fees ranging from $500 to $25,000; retirement plan consulting flat fees from $750 to $10,000
Up to 1.35% annually (maximum annual fee, actual fee negotiated)
Certain advisory representatives separately licensed as insurance agents may receive commissions from insurance sales
Up to $300 per hour for financial planning; $150 per hour for retirement plan consulting
Fee-only: Financial planning fixed fees ranging from $500 to $25,000; hourly fees up to $300 per hour; fees negotiable based on scope and complexity
Main office
13375 University Avenue, Suite 300
Clive IA 50325
Advisors at this office
3
Most active in
Iowa
Also doing business as
Paladin Advisory Group, LLC · Paladin Wealth Partners · Paladin Wealth Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Bradley C
CFA®, Series 63
Clive, IA
Paladin Wealth Partners
Bradley Clark is a CFA® charterholder with 12 years of industry experience. He has been with Paladin Wealth Partners since 2016 and previously worked at HJN Advisors, LLP from 2014 to 2016. Paladin Wealth Partners provides wealth management and advisory services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and charting analysis alongside modern portfolio theory to build customized portfolios primarily composed of mutual funds and exchange-traded funds.
Tyler K
CFA®, Series 65
Clive, IA
Paladin Wealth Partners
Tyler Kromkowski is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. He has worked at Paladin Wealth Partners since 2018 and briefly at Bridgepoint Investment Banking in 2018. Paladin Wealth Partners offers wealth management and advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages portfolios using a combination of fundamental, technical, and charting analysis alongside modern portfolio theory, tailoring allocations to clients’ objectives and risk tolerance.
Adam B
CFP®, Series 63, Series 65
Clive, IA
Paladin Wealth Partners
Adam Bormann is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Paladin Wealth Partners since 2017. He previously worked at Ausdal Financial Partners, Inc. and HJN Advisors, LLP. Outside of his advisory role, he is also involved in insurance sales as an independent contractor. Paladin Wealth Partners provides wealth management and advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and charting analysis along with modern portfolio theory to manage customized portfolios, primarily composed of mutual funds and ETFs.
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