PALISADE WEALTH MANAGEMENT
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
FINTRXOverview
Palisade Wealth Management is an independent, individual-owned registered investment adviser organized as an LLC. The firm bills clients on a percent-of-AUM basis and focuses on financial planning and portfolio management for individuals and small businesses. The adviser does not describe itself as an active ESG investor, does not operate as a multi-state adviser per its snapshot, and does not position itself as a capital allocator or pension consultant. The firm lists a law firm among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Contacts
3 of 3JEFFREY JACOBS
Registered Investment Adviser RepresentativeCRD 5560484
Phillip Sharp
Investment Advisor RepresentativeCRD 7994443
CAM MCCLELLAN
PartnerCRD 5419803
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 93Active vs passive
$124M in ETFs
98%
$122M
<1%
$2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD EUROPEAN STOCK INDEX FUND (VGK) | Vanguard | Passive | Europe Stock | $10M | 112,435 | 8.08% |
Location
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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