Adviser Profile
| As of Date | 02/14/2025 |
| Registration status | Registration Changed to PALACIOS WEALTH MANAGEMENT, LLC |
| ADV Location | ORMOND BEACH, FL, United States |
| Contact Info | 386 xxxxxxx |
| Websites |
| AUM* | 149,121,483 74% |
| of that, discretionary | 121,242,615 71% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 144,778 -27% |
| % High Net Worth | 6.09% -21% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
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
1
1
1
1
Private Funds
No private funds