Adviser Profile

As of Date 07/06/2026
Registration SEC, Approved, 02/13/2025
Other registrations (2)
Former registrations

PALACIOS WEALTH MANAGEMENT, LLC

ADV Location ORMOND BEACH, FL, United States
Contact Info 386 xxxxxxx
Websites
AUM* 234,319,226 57%
of that, discretionary 201,230,428 66%
Number of Employees 4 300%
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 359,937 149%
% High Net Worth 12.20% 100%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

201M 172M 144M 115M 86M 57M 29M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees