Palisade Wealth Management

RIASEC RegisteredEst. 2024
Total AUM
$133M
Discretionary
$133M
100% of AUM
Avg account
$945K
Accounts
141
Employees
3
Advisory reps
3

Firm details

Headquarters
Draper, Utah
CRD number
147725
Registered since
December 18, 2024
Website
www.jacobsequity.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI79.38%
  • Individuals20.62%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Palisade Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on fee-based wealth management for individuals and families, providing financial planning and discretionary portfolio management for individuals and small businesses. It reports a percentage-of-AUM fee model, does not identify as an ESG investor, and is not structured as a capital allocator or pension consultant. The adviser registered with the SEC in 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 97%, Exchange Traded Equities 2%, Cash & Cash Equivalents 1%97%
  • Public Funds/Mutual Funds97%
  • Exchange Traded Equities2%
  • Cash & Cash Equivalents1%

Contacts

3 of 3
  • Jeffrey Jacobs

    Jeffrey Jacobs

    Managing PartnerCRD 5560484

  • Phillip Sharp

    Phillip Sharp

    Investment Advisor RepresentativeCRD 7994443

  • Cam Mcclellan

    Cam Mcclellan

    PartnerCRD 5419803

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 101

Active vs passive

$140M in ETFs

Passive

97%

$135M

Active

1%

$4.8M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD EUROPEAN STOCK INDEX FUND (VGK)VanguardPassiveEurope Stock$11M124,4707.87%
Unlock additional holdings →

Location

Primary office

Draper, UT

Salt Lake

Location

Draper, UT

Headquartered in Draper, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Salt Lake
Address
12231 S 900 E
Time zone
MT (UTC-7)
Office locations

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