PALACIOS WEALTH MANAGEMENT, LLC

PALACIOS WEALTH MANAGEMENT, LLC of ORMOND BEACH, FL is an SEC-registered investment adviser (CRD 327660). Regulatory assets under management: $234.3M.

Registration

• CRD: 327660
• SEC file number: 801-131973
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327660 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search