Palisade Wealth Management
Palisade Wealth Management is an SEC-registered mass-market adviser in Draper, UT with $133.2M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Palisade Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147725, SEC 801-131649, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $133.2M (2026-04-01)
- Firm type
- Mass-Market Adviser
- Location
- Draper, UT
- Employees
- 3
- Clients
- 141
- CRD
- 147725
- Ownership
- JACOBS, JEFF; JACOBS, JEFFREY, L
How much AUM does Palisade Wealth Management have?
Palisade Wealth Management reported $133.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Palisade Wealth Management?
Disclosed owners and executives of Palisade Wealth Management include JACOBS, JEFF, JACOBS, JEFFREY, L. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.