SourcingSourcing

PALADIN WEALTH, LLC

B52
CRD 288387·SEC 801-128300·ARDEN HILLS, MN
AUM
$196.2M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$589K
@ 30% margin
Est. Deal Value
$4.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PALADIN WEALTH, LLC
CRD
288387
SEC file #
801-128300
EIN
821090419
DBA names
Paladin Financial

Economics

AUM
$196.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$182.5M → $196.2M▲ +7%
Client mix
Individuals Other433
Individuals High Net Worth61

Operations

Employees (total)
7
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'25'26
7 advisors → 7 advisors▬ 0%
Primary office
ARDEN HILLS MN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/11/2026
ADV-W filed at
—
Website
youtube.com/@paladinfinancial1

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FOLEY, JEFFREY, ALLEN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
FOLEY, JEFFREY, ALLEN
Foley, Nikki, Lynn
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
fallback_guess:paladin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002040377
Edgar Registered
Yes
Edgar Filing Count
9
Edgar First Filing Date
2024-10-11
Edgar Last Filing Date
2026-04-16
Edgar 13f Count
7
Edgar 13f Latest AUM Estimate
Filing Date2026-04-16
Accession0002040377-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
7
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Charles Schwab6
E*trade4
Lpl Financial1
Edgar Addresses
Mailing
4105 LEXINGTON AVE N STE 230ARDEN HILLS, MN 55126
Business
4105 LEXINGTON AVE N STE 230ARDEN HILLS, MN 55126
Edgar EIN
821090419
Edgar Recent Filings
13F-HR2026-04-16 · 0002040377-26-000002
13F-HR2026-01-15 · 0002040377-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4237174
Trust Company Affiliate
No

People (7)

7
FOLEY, JEFFREY, ALLEN
IAR · Direct Owner · 62.5%
4237174
Foley, Nikki, Lynn
IAR · Direct Owner · 37.5%
6784833
JAMES RUSSELL LORD
IAR
1309083
Jack Robert Ekholm
IAR
7936920
MATTHEW AARON BRYANT
IAR
6120694
Jeffery James Quick
IAR
6642718
Eloisa Robison
IAR
6876051