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PALISADE WEALTH MANAGEMENT

JACOBS EQUITY

CRD 147725 · SEC 801-131649

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12231 S 900 E, DRAPER, UT, 84020, United States

Phone

650-387-3808

Fax

800-423-2391

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$133.2M

Discretionary AUM

$133.2M

Team

3 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals96$27.5M
High net worth individuals45$105.7M

States served

CA, CO, UT, TX

All web addresses on file

Official SEC filing: View on IAPD