# Palisade Wealth Management

> 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.

- CRD: 147725
- Filed as: PALISADE WEALTH MANAGEMENT
- Legal name: Jacobs Equity
- Also doing business as: PALISADE WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Draper, UT
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147725
- AdvisorCensus page: https://advisorcensus.com/firm/palisade-wealth-management-draper-ut-147725

## Quick answers

**How is Palisade Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Palisade Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Palisade Wealth Management located?**
Palisade Wealth Management's principal office is in Draper, UT, according to its Form ADV.

**Is Palisade Wealth Management registered with the SEC or a state?**
Palisade Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 147725.

**How much does Palisade Wealth Management manage?**
Palisade Wealth Management reports $133,212,081 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**How have Palisade Wealth Management's assets and staff changed since 2025?**
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.

**What types of clients does Palisade Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (96); high net worth individuals (45).

**Which custodians does Palisade Wealth Management use?**
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.

**Does Palisade Wealth Management report any disciplinary disclosures?**
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

**Does Palisade Wealth Management state an account minimum?**
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."

**What changed in Palisade Wealth Management's recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $111,699,552 to $133,212,081 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Account minimum: None (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $133,212,081
- Discretionary: $133,212,081
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 96 | $27,468,536 |
| High net worth individuals | 45 | $105,743,545 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- palisadeadvisor.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $111,699,552 | 3 | March 20, 2025 |
| October 2026 | $133,212,081 | 3 | April 1, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $111,699,552 to $133,212,081 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Palisade Wealth Management (CRD 147725): Form ADV filing data as of October 2026.