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PALISADE INVESTMENTS, LLC

ZEPHYR COVE, NV · CRD 124776 · IAPD ↗ · palisadeinvestments.com · 775-299-4600

$652.7MRegulatory AUM
7Advisory reps
8Employees
0Clients
26-50Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
April 2026 — PALISADE INVESTMENTS, LLC notice-filed in AZ, ID, OR, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — PALISADE INVESTMENTS, LLC reported RAUM up 27% ($513.0M -> $652.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
January 2026 — PALISADE INVESTMENTS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — PALISADE INVESTMENTS, LLC crossed $500M in regulatory AUM ($464.6M -> $513.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
April 2024 — PALISADE INVESTMENTS, LLC notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.