Paladin Wealth Partners

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Client assets under management

$279,780,412

Clients

102

58% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$2,742,945

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

Financial planning Portfolio management

Expertise

Wealth management

Fee options

Fixed

Financial planning fixed fees ranging from $500 to $25,000; retirement plan consulting flat fees from $750 to $10,000

Percentage

Up to 1.35% annually (maximum annual fee, actual fee negotiated)

Commissions

Certain advisory representatives separately licensed as insurance agents may receive commissions from insurance sales

Project-based

Up to $300 per hour for financial planning; $150 per hour for retirement plan consulting

Other

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 location

Paladin Wealth Partners

13375 University Avenue, Suite 300

Clive IA 50325, United States

Number of offices

Most active in

Iowa

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 515-348-6080

Advisors at this firm

Bradley C

CFA®, Series 63

Clive, IA

Paladin Wealth Partners

Bradley Clark is a CFA® charterholder with 11 years of industry experience. He has been with Paladin Wealth Partners since 2016 and previously worked at HJN Advisors, LLP. Paladin Wealth Partners provides wealth management and advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and charting analysis along with modern portfolio theory to build customized portfolios primarily using mutual funds and exchange-traded funds.

Wealth management

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.

Wealth management

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.

Wealth management

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