| 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 |
Paladin Wealth, LLC reports $151 million in regulatory assets under management on its Form ADV.
Paladin Wealth, LLC reports 7 employees.
Paladin Wealth, LLC is based in Arden Hills, MN and has been SEC-registered since 2023.
Paladin Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $150.5M |
| Non-discretionary | $575K |
| Total (RAUM) | $151M |