{
  "crd_number": 147725,
  "slug": "palisade-wealth-management-draper-ut-147725",
  "primary_business_name": "PALISADE WEALTH MANAGEMENT",
  "legal_name": "JACOBS EQUITY",
  "dbas": [
    "PALISADE WEALTH MANAGEMENT"
  ],
  "city": "Draper",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "41620",
  "metro": {
    "cbsa_code": "41620",
    "common_name": "Salt Lake City",
    "msa_name": "Salt Lake City-Murray, UT",
    "path": "/advisors/ut/salt-lake-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-12-18",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 133212081.0,
  "raum_discretionary": 133212081.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 27468536.0,
      "count": 96
    },
    "high_net_worth_individuals": {
      "raum": 105743545.0,
      "count": 45
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "TX",
    "UT"
  ],
  "websites": [
    "https://palisadeadvisor.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147725",
  "city_as_filed": "DRAPER",
  "url": "https://advisorcensus.com/firm/palisade-wealth-management-draper-ut-147725",
  "display_name": "Palisade Wealth Management",
  "summary": "Palisade Wealth Management is an SEC-registered investment advisory firm in Draper, UT, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.",
  "citation": "AdvisorCensus. Palisade Wealth Management (CRD 147725): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Palisade Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Palisade Wealth Management reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Palisade Wealth Management located?",
      "a": "Palisade Wealth Management's principal office is in Draper, UT, according to its Form ADV."
    },
    {
      "q": "Is Palisade Wealth Management registered with the SEC or a state?",
      "a": "Palisade Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 147725."
    },
    {
      "q": "How much does Palisade Wealth Management manage?",
      "a": "Palisade Wealth Management reports $133,212,081 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Palisade Wealth Management's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Palisade Wealth Management: Regulatory assets under management: $111,699,552 in the October 2025 data and $133,212,081 in the October 2026 data, up 19%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Palisade Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (96); high net worth individuals (45)."
    },
    {
      "q": "Which custodians does Palisade Wealth Management use?",
      "a": "Palisade Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Palisade Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147725"
    },
    {
      "q": "Does Palisade Wealth Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 1, 2026 says: \"Palisade has no specific minimum account size. Palisade may in its discretion counsel a prospective client that its management services may not be cost effective if the account size is too small.\""
    },
    {
      "q": "What changed in Palisade Wealth Management's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Regulatory assets under management went from $111,699,552 to $133,212,081 (+19%)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 111699552.0,
      "total_employees": 3,
      "filing_date": "2025-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 133212081.0,
      "total_employees": 3,
      "filing_date": "2026-04-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Regulatory assets under management went from $111,699,552 to $133,212,081 (+19%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 1, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Palisade has no specific minimum account size. Palisade may in its discretion counsel a prospective client that its management services may not be cost effective if the account size is too small."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Palisade has no specific minimum account size. Palisade may in its discretion counsel a prospective client that its management services may not be cost effective if the account size is too small."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/palisade-wealth-management-draper-ut-147725.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 96,
      "fewer_than_5": false,
      "raum": 27468536.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 45,
      "fewer_than_5": false,
      "raum": 105743545.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147725",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}