Palladium Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Palladium Wealth Management primarily serves pooled and institutional investors while also providing portfolio management and financial planning to individual and high‑net‑worth clients. The firm advises on mutual funds, ETFs, fixed income, private placements and insurance products, and may recommend third‑party managers for certain mandates.
The firm’s investment process is grounded in modern portfolio theory and documented Investment Policy Statements, and it employs both long‑term and short‑term trading strategies with regular portfolio monitoring. PWML notes it often operates on a non‑discretionary basis and may direct clients to other advisers, receiving negotiated fee‑shares from those third parties.
Compared with many peers, PWML discloses brokerage and insurance affiliations: it recommends a particular broker‑dealer/custodian, accepts commissionable business as a registered representative, and its personnel are licensed as insurance agents, which the brochure identifies as potential conflicts that are disclosed in client files. The firm is also a small, single‑advisor practice with modest assets under management and offers hourly financial planning, arrangements that are less common among institutional‑focused investment managers.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,500,000: 1.00% $3,500,001 - $10,000,000: .75% $10,000,001 - And Up: .50%
$200-$300 per hour
Main office
Burke VA
Advisors at this office
1
Most active in
Virginia
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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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.
Forms ADV
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