PALACIOS WEALTH MANAGEMENT, LLC
Doing business as PLAN TO PROSPER WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$234,319,226
Discretionary
$201,230,428
Non-discretionary
$33,088,798
Firm details
- CRD number
- 327660
- SEC file number
- 801-131973
- Main office
- ORMOND BEACH, FL, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://www.myplantoprosper.com
- Fee structure
-
Percentage of AUM
As of November 2026.