Investment adviser · CRD 327660
PLAN TO PROSPER WEALTH MANAGEMENT
Investment adviser filing (IA)
PALACIOS WEALTH MANAGEMENT, LLC
ORMOND BEACH, FL, United States · Form ADV filed Jul 6, 2026
- Regulatory AUM
- $234M Form ADV · Item 5.F
- Client accounts
- 651 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 51 | $125,026,331 | 53.4% |
| Individuals | 339 | $76,204,097 | 32.5% |
| Retirement plans | 28 | $33,088,798 | 14.1% |
Filing source
Form ADV 2117632 · Jul 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 6, 2026. View historical filings
Reported services
Individual portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
595 W. GRANADA BOULEVARD, SUITE KORMOND BEACH, FL, 32174, United States
CRD 327660
Filing source
Form ADV 2117632 · Jul 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.