JACOBS EQUITY
Legal name: PALISADE WEALTH MANAGEMENT
CRD #147725 SEC #801-131649 DRAPER, UT 650-387-3808
SEC Registered
Total AUM
$111.7M
Discretionary
$111.7M
Employees
3
Clients
0
Accounts
137
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $111.7M | $111.7M | $0 | 3 | 0 |
| Nov 2024 | $116M | $116M | $0 | 3 | 0 |
| Nov 2024 | $116M | $116M | $0 | 3 | 0 |
DateMar 2025
Total AUM$111.7M
Discretionary$111.7M
Non-Disc.$0
Employees3
Clients0
DateNov 2024
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees3
Clients0
DateNov 2024
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees3
Clients0