Paladin Partners: new SEC registration, $199M AUM, Hartland, WI
Paladin Partners (Hartland, Wisconsin): new SEC registration, $199M AUM, Hartland, WI. Its amount of 199 is above the median of 134 (67th percentile). Dated 104 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 199 · 67th percentile of 1,149 NewRiaPulse records · 1.5x the median
Free preview: all 11 published fields of this record are shown below. Locked: 17 related WI NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Paladin Partners |
| Legal name | Paladin Partners, LLC |
| CRD | 132024 |
| Status | Approved |
| Registered with the SEC | 2026-07-23 |
| Latest Form ADV filing | 2026-08-12 |
| Location | Hartland, WI, United States |
| Regulatory AUM | $198,517,308 |
| Accounts | 45 |
| Employees | 2 |
| Website | HTTP://WWW.PALADINPARTNERS.BIZ |
| amount percentile | 67th of 1,149 (median 134, 1.5x median) |
| Peer records CSV (18 WI records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-07-23
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (WI first): Sentinel Advisory Group, LLC · Fiduciary Financial Planning Network · Sycamore Investment Consulting Services, LLC · Cmg Wealth Advisors LLC · Central Wealth Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Paladin Partners and 18 Wisconsin peers
- Wisconsin NewRiaPulse records like this one: 18
- Paladin Partners's amount: 67th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Wisconsin peer: $3,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $199M under management.
- Website on file.
What is the NewRiaPulse record for Paladin Partners in Hartland, Wisconsin?
Paladin Partners received SEC registration as an investment adviser (2026-07-23) with $198,517,308 in regulatory assets under management, based in Hartland, WI.
How does Paladin Partners compare to other Wisconsin NewRiaPulse records?
Its amount of 199 sits in the upper half (67th percentile) of 1,149 records; the median is 134. It is 104 days old; check the official source for later updates before acting.
Paladin Partners vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Paladin Partners | Hartland, WI | 199 | 67th | 2026-07-23 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Wisconsin NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.