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PALISADE WEALTH MANAGEMENT

DRAPER, UT · CRD 147725 · IAPD ↗ · palisadeadvisor.com · 650-387-3808

$133.2MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
May 2026 — PALISADE WEALTH MANAGEMENT changed its website from jacobsequity.com to palisadeadvisor.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
May 2026 — PALISADE WEALTH MANAGEMENT reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
May 2026 — PALISADE WEALTH MANAGEMENT now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
95
January 2025 — PALISADE WEALTH MANAGEMENT (DRAPER, UT) is newly SEC-registered with $116.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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