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PLAN TO PROSPER WEALTH MANAGEMENT
Legal name: PALACIOS WEALTH MANAGEMENT, LLC
CRD 327660File 801-131973
APPROVED
Retail clients
Custody
Filing as of Jul 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$234.3M
Below cohort median (national)
Discretionary AUM
$201.2M
Non-discretionary $33.1M
Clients
418
651 accounts
Employees
4
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 13, 2025
- Principal office
- 595 W. GRANADA BOULEVARD, SUITE K, ORMOND BEACH, FL, 32174
- Phone
- 386-271-2127
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $234.3M
- Discretionary AUM
- $201.2M
- Non-discretionary AUM
- $33.1M
- Discretionary accounts
- 623
- Non-discretionary accounts
- 28
- Total accounts
- 651
- AUM per client
- $561K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 51 | $125.0M |
| Pension and profit sharing plans | 28 | $33.1M |
| Individuals (other than high net worth individuals) | 339 | $76.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.