Paladino Wealth
SEC RegisteredPersonal Relationships & Strategic Success
About the firm
Paladino Wealth is an independent, SEC Registered Investment Advisor located in the northern suburbs of Houston, Texas. Founded in 2020, the firm is led by Joe Paladino, a Boeing 777 Captain and wealth advisor with over 15 years of professional portfolio management experience. The firm is passionate about client relationships and strives to provide a high level of personal service.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized money management, retirement and investment portfolio management, financial planning, guidance on employee retirement plans, employee benefit plans, and government retirement benefits, as well as advice during life-altering financial situations.
Who they serve
Primarily airline pilots, as well as doctors, professionals, entrepreneurs, affluent individuals, and business owners in Houston, Texas and beyond.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 95 | $33M |
| High Net Worth Individuals | 65 | $111M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Above $1,000,000 | 0.75% |
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Paladino Wealth has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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