PALACIOS WEALTH MANAGEMENT, LLC
Legal name: PLAN TO PROSPER WEALTH MANAGEMENT
CRD #327660 SEC #801-131973 ORMOND BEACH, FL 386-271-2127
SEC Registered
Total AUM
$149.1M
Discretionary
$121.2M
Employees
1
Clients
--
Accounts
1,030
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $149.1M | $121.2M | $27.9M | 1 | 0 |
DateJan 2025
Total AUM$149.1M
Discretionary$121.2M
Non-Disc.$27.9M
Employees1
Clients0