SourcingSourcing

PALADIN ADVISORY GROUP, LLC

C41
CRD 285303·SEC 801-112430·CLIVE, IA
AUM
$279.8M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$839K
@ 30% margin
Est. Deal Value
$6.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PALADIN ADVISORY GROUP, LLC
CRD
285303
SEC file #
801-112430
EIN
814031278
DBA names
Paladin Wealth Partners

Economics

AUM
$279.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$133.3M → $279.8M▲ +110%
Client mix
Individuals High Net Worth59
Individuals Other43

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
5 advisors → 3 advisors▼ -40%
Primary office
CLIVE IA
Branches
Count1

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/05/2026
ADV-W filed at
—
Website
paladinwp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CLARK, BRADLEY, WILLIAM
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CLARK, BRADLEY, WILLIAM
BORMANN, ADAM, CHARLES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PALADINWP.COM
Rdap Domain Creation Date
2016-09-01T16:55:46Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001899703
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-01-11
Edgar Last Filing Date
2026-04-30
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-30
Accession0001899703-26-000005

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
13375 UNIVERSITY AVENUESUITE 300CLIVE, IA 50325
Business
13375 UNIVERSITY AVENUESUITE 300CLIVE, IA 50325
Edgar EIN
814031278
Edgar Recent Filings
13F-HR2026-04-30 · 0001899703-26-000005
13F-HR2026-01-21 · 0001899703-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-09-01T16:55:46Z
Rdap Domain Last Changed
2024-09-06T11:44:37Z
Rdap Nameservers
Ns67.domaincontrol.comNs68.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4983613
Trust Company Affiliate
No

People (3)

3
CLARK, BRADLEY, WILLIAM
IAR · Direct Owner · 62.5%
4983613
BORMANN, ADAM, CHARLES
IAR · Direct Owner · 37.5%
4476079
Tyler Kennedy Kromkowski
IAR
7197767