Paladin Wealth, LLC
● SEC registered since 2023CRD 288387SEC# 801-128300Arden Hills, MN
Reg. AUM
$216.9M
Employees
7
Accounts
1,477
Location
Arden Hills, MN
Paladin Wealth, LLC assets under management
Paladin Wealth, LLC is a registered investment adviser overseen by the SEC based in Arden Hills, MN. The firm has been registered since 2023. It reports $216.9 million in regulatory assets under management and employs 7 people.
Paladin Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Allen Foley Control | Chief Compliance Officer/Managing Member | 50-75% | 2017 |
| Nikki Lynn Foley | Chief Marketing Officer/Managing Member | 25-50% | 2017 |
Frequently asked questions
How much does Paladin Wealth, LLC manage?
Paladin Wealth, LLC reports $216.9 million in regulatory assets under management on its Form ADV.
How many employees does Paladin Wealth, LLC have?
Paladin Wealth, LLC reports 7 employees.
Where is Paladin Wealth, LLC located?
Paladin Wealth, LLC is based in Arden Hills, MN and has been SEC-registered since 2023.
Does Paladin Wealth, LLC disclose fund performance?
Paladin Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4105 Lexington Avenue North,, Suite 230, Arden Hills, MN 55126 |
| Phone | 651-842-8406 |
| Fax | 651-800-4137 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$216.9M▲ 44%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$216.9Mregulatory AUM
Discretionary $216.9M