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PLAN TO PROSPER WEALTH MANAGEMENT
PALACIOS WEALTH MANAGEMENT, LLC
CRD 327660 · SEC 801-131973
595 W. GRANADA BOULEVARD, SUITE K, ORMOND BEACH, FL, 32174, United States
Phone
386-271-2127
Fax
386-271-2135
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$234.3M
Discretionary AUM
$201.2M
Team
4 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-16
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 339 | $76.2M |
| High net worth individuals | 51 | $125.0M |
| Pension/profit sharing plans | 28 | $33.1M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD