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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PALACIOS, ERICK, JOSE RAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| PALACIOS, ERICK, JOSE RAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 14, 2025 REGISTERED
Notice Filings (1)
FL
Address
595 W. GRANADA BOULEVARDSUITE K
ORMOND BEACH, FL 32174
United States
Phone: 386-271-2127