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Palacios Wealth Management, LLC

● SEC registered since 2025CRD 327660SEC# 801-131973Ormond Beach, FL
Export (members)
Reg. AUM
$234.3M
Employees
4
Accounts
651
Location
Ormond Beach, FL

Palacios Wealth Management, LLC assets under management

Palacios Wealth Management, LLC is an SEC-registered investment adviser based in Ormond Beach, FL. The firm has been registered since 2025. It reports $234.3 million in regulatory assets under management and employs 4 people.
www.myplantoprosper.comView on SEC.gov ↗

Palacios Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Erick Jose Raul Palacios ControlManaging Member & Chief Compliance OfficerOver 75%2023

Frequently asked questions

How much does Palacios Wealth Management, LLC manage?

Palacios Wealth Management, LLC reports $234.3 million in regulatory assets under management on its Form ADV.

How many employees does Palacios Wealth Management, LLC have?

Palacios Wealth Management, LLC reports 4 employees.

Where is Palacios Wealth Management, LLC located?

Palacios Wealth Management, LLC is based in Ormond Beach, FL and has been SEC-registered since 2025.

Does Palacios Wealth Management, LLC disclose fund performance?

Palacios Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address595 W. Granada Boulevard, Suite K, Ormond Beach, FL 32174
Phone386-271-2127
Fax386-271-2135
Office hours9a.m. To 5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$201.2M
Non-discretionary$33.1M
Total (RAUM)$234.3M