PALISADE WEALTH MANAGEMENT

Legal name: JACOBS EQUITY

CRD 147725File 801-131649

APPROVED

Retail clients

Filing as of Apr 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$133.2M

Bottom 25% of cohort (national)

Discretionary AUM

$133.2M

Clients

141

141 accounts

Employees

Bottom 25% of cohort in UT

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Dec 18, 2024
Principal office: 12231 S 900 E, DRAPER, UT, 84020
Phone: 650-387-3808
Website: https://palisadeadvisor.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $133.2M
Discretionary AUM: $133.2M
Non-discretionary AUM: $0
Discretionary accounts: 141
Non-discretionary accounts: 0
Total accounts: 141
AUM per client: $945K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	45	$105.7M
Individuals (other than high net worth individuals)	96	$27.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.