# PALACIOS WEALTH MANAGEMENT, LLC

PALACIOS WEALTH MANAGEMENT, LLC of ORMOND BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 327660
- Type: SEC-registered investment adviser
- SEC file number: 801-131973
- Location: 595 W. GRANADA BOULEVARD, SUITE K, ORMOND BEACH, FL, 32174
- Phone: 386-271-2127
- Latest filing: 2026-07-06
- Regulatory AUM: $234.3M
- Discretionary AUM: $201.2M
- Non-discretionary AUM: $33.1M
- Clients: 4
- Accounts: 651

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pensions

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Erick Jose Raul Palacios | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327660/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327660/similar
- Related entities: https://search.stillhousedata.com/firm/327660/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327660

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.