Palladium Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,600,000
Clients
4
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
$400,000
About
Palladium Wealth Management primarily serves pooled and institutional investors while also providing portfolio management and financial planning to individual and high‑net‑worth clients. The firm advises on mutual funds, ETFs, fixed income, private placements and insurance products, and may recommend third‑party managers for certain mandates.
The firm’s investment process is grounded in modern portfolio theory and documented Investment Policy Statements, and it employs both long‑term and short‑term trading strategies with regular portfolio monitoring. PWML notes it often operates on a non‑discretionary basis and may direct clients to other advisers, receiving negotiated fee‑shares from those third parties.
Compared with many peers, PWML discloses brokerage and insurance affiliations: it recommends a particular broker‑dealer/custodian, accepts commissionable business as a registered representative, and its personnel are licensed as insurance agents, which the brochure identifies as potential conflicts that are disclosed in client files. The firm is also a small, single‑advisor practice with modest assets under management and offers hourly financial planning, arrangements that are less common among institutional‑focused investment managers.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,500,000: 1.00% $3,500,001 - $10,000,000: .75% $10,000,001 - And Up: .50%
$200-$300 per hour
Main office location
Palladium Wealth Management, LLC
10621 Battalion Landing Ct
Burke VA 22015, United States
Number of offices
1
Most active in
Palladium Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")